Mountain Lake Investment Management LLC Top Holdings and 13F Report (2024) About Mountain Lake Investment Management LLCInvestment ActivityMountain Lake Investment Management LLC has $95.12 million in total holdings as of September 30, 2024.Mountain Lake Investment Management LLC owns shares of 25 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 7.38% of the portfolio was sold this quarter.This quarter, Mountain Lake Investment Management LLC has purchased 26 new stocks and bought additional shares in 12 stocks.Mountain Lake Investment Management LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings abrdn Physical Gold Shares ETF $14,449,750Allegiant Travel $8,644,420Sitio Royalties $7,815,000SPROTT PHYSICAL GOLD TR $7,438,700Builders FirstSource $6,591,240 Largest New Holdings this Quarter Sprott Uranium Miners ETF $825,840 Holding Largest Purchases this Quarter Avis Budget Group 30,000 shares (about $2.63M)Allegiant Travel 15,000 shares (about $825.90K)Sprott Uranium Miners ETF 18,000 shares (about $825.84K)AutoNation 3,000 shares (about $536.76K)Antero Resources 18,500 shares (about $530.03K) Largest Sales this Quarter abrdn Physical Gold Shares ETF 60,000 shares (about $1.51M)Noble 15,000 shares (about $542.10K)Precision Drilling 5,000 shares (about $308.25K)Seabridge Gold 3,000 shares (about $50.37K)Vista Outdoor 939 shares (about $36.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMountain Lake Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOLabrdn Physical Gold Shares ETF$14,449,750$1,507,800 ▼-9.4%575,00015.2%ETFALGTAllegiant Travel$8,644,420$825,900 ▲10.6%157,0009.1%TransportationSTRSitio Royalties$7,815,0000.0%375,0008.2%Oils/EnergySPROTT PHYSICAL GOLD TR$7,438,7000.0%365,0007.8%UNITBLDRBuilders FirstSource$6,591,240$193,860 ▲3.0%34,0006.9%Retail/WholesaleCARAvis Budget Group$6,569,250$2,627,700 ▲66.7%75,0006.9%TransportationSDRLSeadrill$6,358,400$198,700 ▲3.2%160,0006.7%Oils/EnergyNXENexGen Energy$6,203,5000.0%950,0006.5%Basic MaterialsANAutoNation$5,635,980$536,760 ▲10.5%31,5005.9%Retail/WholesaleNENoble$5,059,600$542,100 ▼-9.7%140,0005.3%Oils/EnergyARAntero Resources$4,641,300$530,025 ▲12.9%162,0004.9%Oils/EnergyURNJSprott Junior Uranium Miners ETF$2,758,750$500,989 ▲22.2%125,0002.9%ETFKAROPENLANE$2,025,6000.0%120,0002.1%Auto/Tires/TrucksHTZHertz Global$1,815,000$165,000 ▲10.0%550,0001.9%TransportationGDXJVanEck Junior Gold Miners ETF$1,610,730$292,860 ▲22.2%33,0001.7%ETFPDSPrecision Drilling$1,541,250$308,250 ▼-16.7%25,0001.6%Oils/EnergySIISprott$996,1300.0%23,0001.0%FinanceALCCAltC Acquisition$930,350$116,892 ▲14.4%115,0001.0%Oils/EnergyPPLTAberdeen Standard Physical Platinum Shares ETF$898,000$134,700 ▲17.6%10,0000.9%ETFSASeabridge Gold$839,500$50,370 ▼-5.7%50,0000.9%Basic MaterialsURNMSprott Uranium Miners ETF$825,840$825,840 ▲New Holding18,0000.9%ETFVSTOVista Outdoor$735,840$36,790 ▼-4.8%18,7810.8%Consumer DiscretionaryFRPHFRP$298,6000.0%10,0000.3%FinanceALCOAlico$223,7600.0%8,0000.2%Consumer StaplesSPROTT PHYSICAL SILVER TR$209,000$52,250 ▲33.3%20,0000.2%TR UNITTFPMTriple Flag Precious Metals$0$3,952,500 ▼-100.0%00.0%Basic MaterialsEWBCEast West Bancorp$0$622,455 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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