Holders — by stockHoldings — by fund
Mountain Lake Investment Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001308555
$160.6M
disclosed book value
31
positions
8.6%
largest position share
Positions, as of 2026-06-30
top 31 of 31 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PHYSSPROTT ASSET MANAGEMENT LP | 456,819 | $13.8M | 8.6% |
| 2 | BLDRBUILDERS FIRSTSOURCE INC | 147,867 | $13.2M | 8.2% |
| 3 | SGOLETFS GOLD TR | 324,355 | $12.4M | 7.7% |
| 4 | MOHMOLINA HEALTHCARE INC | 53,394 | $12.2M | 7.6% |
| 5 | ALSNALLISON TRANSMISSION HLDGS I | 106,541 | $12.0M | 7.5% |
| 6 | DHID R HORTON INC | 68,606 | $11.2M | 7% |
| 7 | ANAUTONATION INC | 58,257 | $10.8M | 6.7% |
| 8 | VNOMVIPER ENERGY INC | 252,304 | $10.7M | 6.7% |
| 9 | NRPNATURAL RESOURCE PARTNERS LP | 85,464 | $8.3M | 5.2% |
| 10 | RRCRANGE RES CORP | 218,523 | $8.1M | 5.1% |
| 11 | TFPMTRIPLE FLAG PRECIOUS METAL | 189,488 | $5.7M | 3.5% |
| 12 | NENOBLE CORP PLC | 149,036 | $5.6M | 3.5% |
| 13 | CALMCAL MAINE FOODS INC | 68,685 | $5.5M | 3.4% |
| 14 | BNOUNITED STS BRENT OIL FD LP | 96,318 | $3.9M | 2.4% |
| 15 | HPHELMERICH & PAYNE INC | 118,197 | $3.9M | 2.4% |
| 16 | ARANTERO RESOURCES CORP | 100,137 | $3.5M | 2.2% |
| 17 | OPLNOPENLANE INC | 79,537 | $3.3M | 2% |
| 18 | UBERUBER TECHNOLOGIES INC | 32,098 | $2.3M | 1.4% |
| 19 | ETENERGY TRANSFER L P | 96,190 | $1.8M | 1.1% |
| 20 | PAAPLAINS ALL AMERN PIPELINE L | 81,960 | $1.8M | 1.1% |
| 21 | CMPCOMPASS MINERALS INTL INC | 55,756 | $1.7M | 1.1% |
| 22 | SDRLSEADRILL LTD | 36,555 | $1.4M | 0.9% |
| 23 | IIININSTEEL INDS INC | 44,260 | $1.3M | 0.8% |
| 24 | PSLVSPROTT ASSET MANAGEMENT LP | 67,321 | $1.3M | 0.8% |
| 25 | DVADAVITA INC | 5,312 | $1.2M | 0.7% |
| 26 | WSWORTHINGTON STL INC | 34,427 | $1.2M | 0.7% |
| 27 | SBHSALLY BEAUTY HLDGS INC | 63,552 | $898,625 | 0.6% |
| 28 | SILJAMPLIFY ETF TR | 29,320 | $759,974 | 0.5% |
| 29 | GOOGLALPHABET INC | 750 | $268,028 | 0.2% |
| 30 | SLBSLB LIMITED | 5,425 | $252,208 | 0.2% |
| 31 | AGIALAMOS GOLD INC | 8,000 | $242,720 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.