Mountain Lake Investment Management LLC

CIK

1308555

City

SAN FRANCISCO

State / Country

CA

Stock

TFPM — Triple Flag Precious Metals Corp.

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 TFPM

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,130,946	90,203	+24.1%	Shares	Sole	2026-05-15
2025-12-31	$2,415,492	72,712	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$2,180,338	74,516	-4.4%	Shares	Sole	2025-11-14
2025-06-30	$1,847,322	77,979	+60.2%	Shares	Sole	2025-08-14
2025-03-31	$932,432	48,691	-80.9%	Shares	Sole	2025-05-15
2024-06-30	$3,952,500	255,000	-7.3%	Shares	Sole	2024-08-14
2024-03-31	$3,973,750	275,000	+1.9%	Shares	Sole	2024-05-15
2023-12-31	$3,593,700	270,000	-13.3%	Shares	Sole	2024-02-14
2023-09-30	$4,068,168	311,260	-5.7%	Shares	Sole	2023-11-14
2023-06-30	$4,547,400	330,000	-5.7%	Shares	Sole	2023-08-14
2023-03-31	$5,232,500	350,000	+833.3%	Shares	Sole	2023-05-15
2022-12-31	$516,000	37,500	—	Shares	Sole	2023-02-14
No 13F history on record for this holder in this stock.