$205 Million is the total value of Mountain Lake Investment Management LLC's 29 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP | $7,923,000 | +5.2% | 125,000 | 0.0% | 3.86% | -8.4% | |
| GOLD | BARRICK GOLD CORP | $7,238,000 | +4.4% | 350,000 | 0.0% | 3.53% | -9.0% | |
| BBCP | CONCRETE PUMPING HLDGS INC | $4,235,000 | +14.3% | 500,000 | 0.0% | 2.07% | -0.4% | |
| OR | OSISKO GOLD ROYALTIES LTD | $1,370,000 | +24.3% | 100,000 | 0.0% | 0.67% | +8.3% | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLDunit | $1,320,000 | +3.6% | 75,000 | 0.0% | 0.64% | -9.7% | |
| SGOL | ABERDEEN STD GOLD ETF TR | $595,000 | +3.7% | 35,000 | 0.0% | 0.29% | -9.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ANTERO RESOURCES CORP | 27 | Q3 2023 | 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% |
| BARRICK GOLD CORPORATION | 24 | Q4 2022 | 7.2% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q4 2018 | 2.6% |
| PRECISION DRILLING CORP | 22 | Q3 2020 | 10.3% |
| VISTA OUTDOOR INC | 21 | Q3 2023 | 8.2% |
| ALLIANCE RES PARTNER LP | 20 | Q3 2021 | 12.9% |
| SPROTT PHYSICAL GOLD TRUST ETF | 20 | Q3 2023 | 5.4% |
View Mountain Lake Investment Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR/A | 2022-01-21 |
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.