Mountain Lake Investment Management LLC: 13F holdings
CIK 13085552026Q2
| Positions | 31 |
|---|---|
| Reported value | $160.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PHYS SPROTT ASSET MANAGEMENT LP | 456,819 | $13.8m | 8.6% |
| BLDR BUILDERS FIRSTSOURCE INC | 147,867 | $13.2m | 8.2% |
| SGOL ETFS GOLD TR | 324,355 | $12.4m | 7.7% |
| MOH MOLINA HEALTHCARE INC | 53,394 | $12.2m | 7.6% |
| ALSN ALLISON TRANSMISSION HLDGS I | 106,541 | $12.0m | 7.5% |
| DHI D R HORTON INC | 68,606 | $11.2m | 7.0% |
| AN AUTONATION INC | 58,257 | $10.8m | 6.7% |
| VNOM VIPER ENERGY INC | 252,304 | $10.7m | 6.7% |
| NRP NATURAL RESOURCE PARTNERS LP | 85,464 | $8.3m | 5.2% |
| RRC RANGE RES CORP | 218,523 | $8.1m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1308555")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.