$299 Million is the total value of Mountain Lake Investment Management LLC's 32 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SAVE | New | SPIRIT AIRLS INC | $6,014,000 | – | 180,000 | +100.0% | 2.01% | – |
| UVE | New | UNIVERSAL INS HLDGS INC | $5,233,000 | – | 227,500 | +100.0% | 1.75% | – |
| TDW | New | TIDEWATER INC NEW | $4,522,000 | – | 155,500 | +100.0% | 1.51% | – |
| NEBLQ | New | NOBLE CORP PLC | $2,898,000 | – | 630,000 | +100.0% | 0.97% | – |
| IGT | New | INTERNATIONAL GAME TECHNOLOG | $1,056,000 | – | 43,000 | +100.0% | 0.35% | – |
| PDS | New | PRECISION DRILLING CORP | $920,000 | – | 295,000 | +100.0% | 0.31% | – |
| DRAD | New | DIGIRAD CORP | $690,000 | – | 200,000 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ANTERO RESOURCES CORP | 30 | Q2 2024 | 10.3% |
| NATIONAL OILWELL VARCO INC | 25 | Q4 2020 | 7.7% |
| CINER RESOURCES LP | 25 | Q4 2021 | 4.4% |
| VIASAT INC | 24 | Q4 2022 | 11.4% |
| VISTA OUTDOOR INC | 24 | Q2 2024 | 8.2% |
| BARRICK GOLD CORPORATION | 24 | Q4 2022 | 7.2% |
| SPROTT PHYSICAL GOLD TRUST ETF | 23 | Q2 2024 | 6.9% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q4 2018 | 2.6% |
| ALLEGIANT TRAVEL CO | 22 | Q2 2024 | 11.9% |
| PRECISION DRILLING CORP | 22 | Q3 2020 | 10.3% |
View Mountain Lake Investment Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Mountain Lake Investment Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.