$166 Million is the total value of Mountain Lake Investment Management LLC's 27 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CALM | Exit | CAL MAINE FOODS INC | $0 | – | -30,000 | -100.0% | -0.53% | – |
AAAU | Exit | GOLDMAN SACHS PHYSICAL GOLDunit | $0 | – | -75,000 | -100.0% | -0.65% | – |
CINR | Exit | CINER RESOURCES LP | $0 | – | -102,100 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.