account_balance
Investment manager · 13F filer · SEC CIK 1308555
Mountain Lake Investment Management LLC
Reported value$161Mas of Jun 30, 2026
Positions31 4 new, 2 sold out
Top 10 weight70.2%PHYS alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PHYSSprott Physical Gold Trust
8.6%
BLDRBuilders FirstSource, Inc.
8.2%Added +41%
SGOLabrdn Gold ETF Trust
7.7%
MOHMolina Healthcare, Inc.
7.6%Added +5%
ALSNAllison Transmission Holdings Inc
7.5%Trimmed −5%
DHID.R. Horton Inc
7.0%Added +5%
ANAutonation, Inc.
6.7%Added +3%
VNOMViper Energy, Inc.
6.7%
NRPNatural Resource Partners LP
5.2%Added +11%
RRCRange Resources Corp
5.1%
TFPMTriple Flag Precious Metals Corp.
3.5%Added +110%
NENoble Corp PLC
3.5%Trimmed −28%
PHYSSprott Physical Gold Trust
8.6%
BLDRBuilders FirstSource, Inc.
8.2%
SGOLabrdn Gold ETF Trust
7.7%
MOHMolina Healthcare, Inc.
7.6%Added +5%
ALSNAllison Transmission Holdings Inc
7.5%Trimmed −5%
DHID.R. Horton Inc
7.0%Added +5%
ANAutonation, Inc.
6.7%
VNOMViper Energy, Inc.
6.7%
NRPNatural Resource Partners LP
5.2%+11%
RRCRange Resources Corp
5.1%
TFPM3.5%NE3.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PHYS Sprott Physical Gold Trust 8.6% HeldBLDR Builders FirstSource, Inc. 8.2% Added +41%SGOL abrdn Gold ETF Trust 7.7% HeldMOH Molina Healthcare, Inc. 7.6% Added +5%ALSN Allison Transmission Holdings Inc 7.5% Trimmed −5%DHI D.R. Horton Inc 7.0% Added +5%AN Autonation, Inc. 6.7% Added +3%VNOM Viper Energy, Inc. 6.7% HeldNRP Natural Resource Partners LP 5.2% Added +11%RRC Range Resources Corp 5.1% HeldTFPM Triple Flag Precious Metals Corp. 3.5% Added +110%NE Noble Corp PLC 3.5% Trimmed −28%
What changed
Biggest moves since Mar 31, 2026
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