Mountain Lake Investment Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Mountain Lake Investment Management LLC held in its portfolio 23 assets valued at $131,596,495 (i.e. $131.60M).

The most valuable assets in the portfolio included: ETFS GOLD TR ($14.90M), SPROTT ASSET MANAGEMENT LP ($14.90M), and ALLEGIANT TRAVEL CO ($10.79M).

The chart below shows the top 10 valuable assets, and the table below shows the top 23 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Mountain Lake Investment Management LLC Portfolio

ETFS GOLD TR

SPROTT ASSET MANAGEMENT LP

ALLEGIANT TRAVEL CO

ALLISON TRANSMISSION HLDGS I

VIPER ENERGY INC

AUTONATION INC

BUILDERS FIRSTSOURCE INC

D R HORTON INC

NATURAL RESOURCE PARTNERS L

NOBLE CORP PLC

Mountain Lake Investment Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ETFS GOLD TR	362721	14900579	PHYSCL GOLD SHS
SPROTT ASSET MANAGEMENT LP	451183	14898063	PHYSICAL GOLD TR
ALLEGIANT TRAVEL CO	126494	10786143	COM
ALLISON TRANSMISSION HLDGS I	109791	10748539	COM
VIPER ENERGY INC	251563	9717886	CL A
AUTONATION INC	47032	9711167	COM
BUILDERS FIRSTSOURCE INC	83944	8636998	COM
D R HORTON INC	59850	8620196	COM
NATURAL RESOURCE PARTNERS L	65330	6820501	COM UNIT LTD PAR
NOBLE CORP PLC	231491	6537301	ORD SHS A
SEADRILL LTD	127463	4410220	COM
EOG RES INC	41348	4341953	COM
ANTERO RESOURCES CORP	99192	3418156	COM
HELMERICH & PAYNE INC	118197	3389890	COM
SPROTT ASSET MANAGEMENT LP	105376	2492142	PHYSICAL SILVER
TRIPLE FLAG PRECIOUS METAL	72712	2415493	COM
ABRDN PLATINUM ETF TRUST	11383	2122133	PHYSCL PLATM SHS
ENERGY TRANSFER L P	99285	1637210	COM UT LTD PTN
VALARIS LTD	31192	1572077	CL A
PLAINS ALL AMERN PIPELINE L	86237	1548817	UNIT LTD PARTN
OPENLANE INC	48036	1430512	COM
DAVITA INC	8547	971025	COM
COMPASS MINERALS INTL INC	23905	469494	COM