Mountain Lake Investment Management LLC

CIK

1308555

City

SAN FRANCISCO

State / Country

CA

Stock

SDRL — SEADRILL Ltd

Top Portfolio Positions

28 positions · $153,907,917 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
PHYS	Sprott Physical Gold Trust Financial Services	450,344	$15,960,191	10.37%
SGOL	abrdn Gold ETF Trust	324,918	$14,497,841	9.42%
ALSN	Allison Transmission Holdings Inc Consumer Cyclical	111,803	$13,087,659	8.50%
VNOM	Viper Energy, Inc. Energy	256,139	$12,035,971	7.82%
AN	Autonation, Inc. Consumer Cyclical	56,445	$11,021,450	7.16%
NE	Noble Corp plc Energy	207,795	$10,196,500	6.63%
RRC	Range Resources Corp Energy	214,515	$9,691,787	6.30%
NRP	Natural Resource Partners LP Energy	76,673	$9,277,433	6.03%
DHI	Horton D R Inc /De/ Consumer Cyclical	65,590	$9,000,259	5.85%
BLDR	Builders FirstSource, Inc. Industrials	104,641	$8,615,093	5.60%

Portfolio Trend

25 quarters · across all stocks

Holdings in SDRL

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,357,446	51,812	-59.4%	Shares	Sole	2026-05-15
2025-12-31	$4,410,219	127,463	-12.4%	Shares	Sole	2026-02-17
2025-09-30	$4,393,621	145,436	-39.6%	Shares	Sole	2025-11-14
2025-06-30	$6,325,200	240,960	+21.9%	Shares	Sole	2025-08-14
2025-03-31	$4,940,975	197,639	+27.8%	Shares	Sole	2025-05-15
2024-12-31	$6,022,471	154,700	-3.3%	Shares	Sole	2025-01-30
2024-09-30	$6,358,400	160,000	+3.2%	Shares	Sole	2024-11-14
2024-06-30	$7,982,500	155,000	-4.9%	Shares	Sole	2024-08-14
2024-03-31	$8,198,900	163,000	-13.4%	Shares	Sole	2024-05-15
2023-12-31	$8,902,824	188,300	-4.9%	Shares	Sole	2024-02-14
2023-09-30	$8,865,329	197,931	-6.5%	Shares	Sole	2023-11-14
2023-06-30	$8,740,986	211,800	+24.6%	Shares	Sole	2023-08-14
2023-03-31	$6,827,200	170,000	—	Shares	Sole	2023-05-15
No 13F history on record for this holder in this stock.