Mountain Lake Investment Management LLC Top Holdings and 13F Report (2025) About Mountain Lake Investment Management LLCInvestment ActivityMountain Lake Investment Management LLC has $120.17 million in total holdings as of June 30, 2025.Mountain Lake Investment Management LLC owns shares of 27 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 21.41% of the portfolio was purchased this quarter.About 13.43% of the portfolio was sold this quarter.This quarter, Mountain Lake Investment Management LLC has purchased 30 new stocks and bought additional shares in 13 stocks.Mountain Lake Investment Management LLC sold shares of 6 stocks and completely divested from 7 stocks this quarter.Largest Holdings abrdn Physical Gold Shares ETF $16,272,527SPROTT PHYSICAL GOLD TR $12,436,533AutoNation $10,420,782D.R. Horton $9,513,007Builders FirstSource $9,468,810 Largest New Holdings this Quarter 23331A109 - D.R. Horton $9,513,007 Holding726503105 - Plains All American Pipeline $1,617,308 Holding01973R101 - Allison Transmission $922,638 Holding016230104 - Alico $334,512 Holding Largest Purchases this Quarter D.R. Horton 73,790 shares (about $9.51M)Builders FirstSource 25,861 shares (about $3.02M)Plains All American Pipeline 88,281 shares (about $1.62M)Natural Resource Partners 15,449 shares (about $1.48M)Energy Transfer 73,568 shares (about $1.33M) Largest Sales this Quarter Antero Resources 37,949 shares (about $1.53M)OPENLANE 35,177 shares (about $860.08K)Peabody Energy 55,293 shares (about $742.03K)abrdn Physical Gold Shares ETF 13,469 shares (about $424.81K)Noble 9,534 shares (about $253.13K) 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$16,272,527$424,812 ▼-2.5%515,93313.5%ETFSPROTT PHYSICAL GOLD TR$12,436,5330.0%490,59310.3%UNITANAutoNation$10,420,782$642,235 ▲6.6%52,4588.7%Retail/WholesaleDHID.R. Horton$9,513,007$9,513,007 ▲New Holding73,7907.9%ConstructionBLDRBuilders FirstSource$9,468,810$3,017,720 ▲46.8%81,1457.9%Retail/WholesaleALGTAllegiant Travel$8,116,225$976,077 ▲13.7%147,7026.8%TransportationSTRSitio Royalties$7,935,496$899,702 ▲12.8%431,7466.6%EnergySDRLSeadrill$6,325,200$1,137,176 ▲21.9%240,9605.3%EnergyEOGEOG Resources$5,865,076$1,234,854 ▲26.7%49,0354.9%EnergyNENoble$5,499,111$253,127 ▼-4.4%207,1234.6%EnergyNRPNatural Resource Partners$3,586,445$1,475,552 ▲69.9%37,5503.0%EnergyARAntero Resources$3,251,402$1,528,586 ▼-32.0%80,7202.7%EnergyPDSPrecision Drilling$2,915,2740.0%61,7122.4%EnergyETEnergy Transfer$2,096,136$1,333,788 ▲175.0%115,6171.7%EnergyTFPMTriple Flag Precious Metals$1,847,323$693,833 ▲60.2%77,9791.5%Basic MaterialsFRPHFRP$1,796,225$754,264 ▲72.4%66,7991.5%FinancePPLTabrdn Physical Platinum Shares ETF$1,715,2650.0%13,9601.4%ETFOZKBank OZK$1,648,324$19,012 ▼-1.1%35,0261.4%FinancePAAPlains All American Pipeline$1,617,308$1,617,308 ▲New Holding88,2811.3%EnergyKAROPENLANE$1,590,130$860,078 ▼-35.1%65,0361.3%Auto/Tires/TrucksVALValaris$1,428,582$464,263 ▲48.1%33,9251.2%EnergyCORE NATURAL RESOURCES INC$1,099,521$297,511 ▲37.1%15,7660.9%COM SHSALSNAllison Transmission$922,638$922,638 ▲New Holding9,7130.8%Auto/Tires/TrucksJOESt. Joe$892,3720.0%18,7080.7%FinanceBTUPeabody Energy$796,410$742,032 ▼-48.2%59,3450.7%EnergySPROTT PHYSICAL SILVER TR$776,946$409,746 ▲111.6%63,4760.6%TR UNITALCOAlico$334,512$334,512 ▲New Holding10,2360.3%Consumer StaplesCARAvis Budget Group$0$8,211,242 ▼-100.0%00.0%TransportationHTZHertz Global$0$2,007,276 ▼-100.0%00.0%TransportationSYYSysco$0$907,909 ▼-100.0%00.0%Consumer StaplesGDXVanEck Gold Miners ETF$0$542,630 ▼-100.0%00.0%ETFMTNVail Resorts$0$320,040 ▼-100.0%00.0%Consumer DiscretionaryGDXJVanEck Junior Gold Miners ETF$0$290,118 ▼-100.0%00.0%ETFUROYUranium Royalty$0$35,200 ▼-100.0%00.0%EnergyShowing 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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