Mountain Lake Investment Management LLC
Top Portfolio Positions
22 positions ·
$127,186,211 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
362,721 | $14,900,578 | 11.72% |
| PHYS |
Sprott Physical Gold Trust
|
451,183 | $14,898,062 | 11.71% |
| ALGT |
Allegiant Travel CO
Industrials
|
126,494 | $10,786,143 | 8.48% |
| ALSN |
Allison Transmission Holdings Inc
Consumer Cyclical
|
109,791 | $10,748,538 | 8.45% |
| VNOM |
Viper Energy, Inc.
Energy
|
251,563 | $9,717,878 | 7.64% |
| AN |
Autonation, Inc.
Consumer Cyclical
|
47,032 | $9,711,167 | 7.64% |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
83,944 | $8,636,998 | 6.79% |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
59,850 | $8,620,195 | 6.78% |
| NRP |
Natural Resource Partners Lp
Energy
|
65,330 | $6,820,452 | 5.36% |
| NE |
Noble Corp plc
Energy
|
231,491 | $6,537,305 | 5.14% |
Portfolio Trend
Holdings in CMP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $469,494 | 23,905 | Shares | Sole | 2026-02-17 | |
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