Filer Name: MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC
CIK: 1308555
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 29
Portfolio Value: $0.09B

Mountain Lake Investment Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SGOL US ABRDN PHYSICAL GOLD SHARES 447,295 $11M 12.90% -22.2% -
ALGT US ALLEGIANT TRAVEL CO 108,000 $10M 11.69% -31.2% -
PHYS US SPROTT PHYSICAL GOLD TRUST 376,000 $8M 8.72% 3.0% -
STR US SITIO ROYALTIES CORP-A 316,578 $6M 6.98% -15.6% -
SDRL US SEADRILL LIMITED 154,700 $6M 6.92% -3.3% -
NE US NOBLE CORP PLC 182,859 $6M 6.58% 30.6% -
CAR US AVIS BUDGET GROUP INC 67,547 $5M 6.25% -9.9% -
BLDR US BUILDERS FIRSTSOURCE INC 36,367 $5M 5.99% 7.0% -
AN US AUTONATION INC 30,200 $5M 5.90% -4.1% -
AR US ANTERO RESOURCES CORP 138,351 $5M 5.59% -14.6% -
PDS US PRECISION DRILLING CORP 51,981 $4M 4.10% 107.9% -
NXE US NEXGEN ENERGY LTD 294,244 $2M 2.24% -69.0% -
KAR US OPENLANE INC 94,500 $2M 2.16% -21.3% -
URNJ US SPROTT JR URANIUM MINERS ETF 87,493 $2M 1.87% -30.0% -
HTZ US HERTZ GLOBAL HLDGS INC 438,000 $2M 1.84% -20.4% -
NRP US NATURAL RESOURCE PARTNERS LP 11,050 $1M 1.41% 100.0% -
GDXJ US VANECK JUNIOR GOLD MINERS 28,446 $1M 1.40% -13.8% -
PPLT US ABRDN PHYSICAL PLATINUM SHRS 12,000 $1M 1.15% 20.0% -
SII US SPROTT INC 18,089 $1M 0.88% -21.4% -
IBIT US ISHARES BITCOIN TRUST ETF 14,000 $1M 0.86% 100.0% -
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