Mountain Lake Investment Management LLC Top Holdings and 13F Report (2026) About Mountain Lake Investment Management LLCInvestment ActivityMountain Lake Investment Management LLC has $160.57 million in total holdings as of June 30, 2026.Mountain Lake Investment Management LLC owns shares of 31 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 14.35% of the portfolio was purchased this quarter.About 7.04% of the portfolio was sold this quarter.This quarter, Mountain Lake Investment Management LLC has purchased 29 new stocks and bought additional shares in 13 stocks.Mountain Lake Investment Management LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPROTT ASSET MANAGEMENT LP $13,782,229Builders FirstSource $13,231,139abrdn Physical Gold Shares ETF $12,400,092Molina Healthcare $12,211,208Allison Transmission $12,011,432 Largest New Holdings this Quarter 91167Q100 - United States Brent Oil Fund $3,919,179 Holding90353T100 - Uber Technologies $2,316,192 Holding45774W108 - INSTEEL INDS INC $1,336,652 Holding79546E104 - Sally Beauty $898,625 Holding Largest Purchases this Quarter Cal-Maine Foods 51,180 shares (about $4.12M)United States Brent Oil Fund 96,318 shares (about $3.92M)Builders FirstSource 43,226 shares (about $3.87M)Triple Flag Precious Metals 99,285 shares (about $2.98M)Uber Technologies 32,098 shares (about $2.32M) Largest Sales this Quarter Noble 58,759 shares (about $2.19M)Allison Transmission 5,262 shares (about $593.24K)Seadrill 15,257 shares (about $577.02K)DaVita 1,841 shares (about $409.59K)VIPER ENERGY INC 3,835 shares (about $162.60K) 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 PortfolioSectorSPROTT ASSET MANAGEMENT LP$13,782,229$195,351 â–²1.4%456,8198.6%PHYSICAL GOLD TRBLDRBuilders FirstSource$13,231,139$3,867,862 â–²41.3%147,8678.2%IndustrialsSGOLabrdn Physical Gold Shares ETF$12,400,092$21,523 â–¼-0.2%324,3557.7%ETFMOHMolina Healthcare$12,211,208$634,871 â–²5.5%53,3947.6%HealthcareALSNAllison Transmission$12,011,432$593,238 â–¼-4.7%106,5417.5%IndustrialsDHID.R. Horton$11,174,545$491,246 â–²4.6%68,6067.0%Consumer DiscretionaryANAutoNation$10,823,568$336,651 â–²3.2%58,2576.7%Consumer DiscretionaryVIPER ENERGY INC$10,697,698$162,604 â–¼-1.5%252,3046.7%CL ANRPNatural Resource Partners$8,290,053$852,732 â–²11.5%85,4645.2%EnergyRRCRange Resources$8,126,870$149,058 â–²1.9%218,5235.1%EnergyTFPMTriple Flag Precious Metals$5,678,955$2,975,571 â–²110.1%189,4883.5%MaterialsNENoble$5,559,036$2,191,708 â–¼-28.3%149,0363.5%EnergyCALMCal-Maine Foods$5,533,264$4,123,061 â–²292.4%68,6853.4%Consumer StaplesBNOUnited States Brent Oil Fund$3,919,179$3,919,179 â–²New Holding96,3182.4%ETFHPHelmerich & Payne$3,869,7700.0%118,1972.4%EnergyARAntero Resources$3,518,814$33,207 â–²1.0%100,1372.2%EnergyKAROPENLANE$3,280,1060.0%79,5372.0%IndustrialsUBERUber Technologies$2,316,192$2,316,192 â–²New Holding32,0981.4%IndustrialsETEnergy Transfer$1,839,153$59,176 â–¼-3.1%96,1901.1%EnergyPLAINS ALL AMERN PIPELINE L$1,824,430$95,206 â–¼-5.0%81,9601.1%UNIT LTD PARTNCMPCompass Minerals International$1,735,684$3,736 â–²0.2%55,7561.1%MaterialsSDRLSeadrill$1,382,510$577,020 â–¼-29.4%36,5550.9%EnergyINSTEEL INDS INC$1,336,652$1,336,652 â–²New Holding44,2600.8%COMSPROTT ASSET MANAGEMENT LP$1,270,347$8,435 â–²0.7%67,3210.8%PHYSICAL SILVERDVADaVita$1,181,814$409,586 â–¼-25.7%5,3120.7%HealthcareWORTHINGTON STL INC$1,156,059$904,209 â–²359.0%34,4270.7%COM SHSSBHSally Beauty$898,625$898,625 â–²New Holding63,5520.6%Consumer DiscretionaryAMPLIFY ETF TR$759,974$24,106 â–¼-3.1%29,3200.5%JR SILV MINE ETFGOOGLAlphabet$268,0280.0%7500.2%Communication ServicesSLBSLB$252,2080.0%5,4250.2%EnergyAGIAlamos Gold$242,7200.0%8,0000.2%MaterialsAGMFederal Agricultural Mortgage$0$6,355,907 â–¼-100.0%00.0%FinanceVALValaris$0$810,791 â–¼-100.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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