$198 Million is the total value of Mountain Lake Investment Management LLC's 19 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | $22,596,000 | -6.8% | 300,000 | 0.0% | 11.43% | +0.4% | |
| PWR | QUANTA SVCS INC | $18,900,000 | -1.0% | 500,000 | 0.0% | 9.56% | +6.6% | |
| KOP | KOPPERS HOLDINGS INC | $16,796,000 | -0.5% | 575,000 | 0.0% | 8.50% | +7.1% | |
| CINR | CINER RES LP | $5,077,000 | -4.8% | 275,000 | 0.0% | 2.57% | +2.6% | |
| AR | ANTERO RES CORP | $4,681,000 | -45.4% | 1,550,000 | 0.0% | 2.37% | -41.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
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.