Mountain Lake Investment Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALLEGIANT TRAVEL CO | 0 | 126,494 | +126,494 | 0 | 10,786,143 | +10,786,143 |
| ALLISON TRANSMISSION HLDGS I | 0 | 109,791 | +109,791 | 0 | 10,748,539 | +10,748,539 |
| NATURAL RESOURCE PARTNERS L | 0 | 65,330 | +65,330 | 0 | 6,820,501 | +6,820,501 |
| SPROTT ASSET MANAGEMENT LP | 0 | 451,183 | +451,183 | 0 | 14,898,063 | +14,898,063 |
| DAVITA INC | 0 | 8,547 | +8,547 | 0 | 971,025 | +971,025 |
| SPROTT ASSET MANAGEMENT LP | 0 | 105,376 | +105,376 | 0 | 2,492,142 | +2,492,142 |
| COMPASS MINERALS INTL INC | 0 | 23,905 | +23,905 | 0 | 469,494 | +469,494 |
| HELMERICH & PAYNE INC | 0 | 118,197 | +118,197 | 0 | 3,389,890 | +3,389,890 |
| TRIPLE FLAG PRECIOUS METAL | 0 | 72,712 | +72,712 | 0 | 2,415,493 | +2,415,493 |
| ABRDN PLATINUM ETF TRUST | 0 | 11,383 | +11,383 | 0 | 2,122,133 | +2,122,133 |
| OPENLANE INC | 0 | 48,036 | +48,036 | 0 | 1,430,512 | +1,430,512 |
| NOBLE CORP PLC | 0 | 231,491 | +231,491 | 0 | 6,537,301 | +6,537,301 |
| PLAINS ALL AMERN PIPELINE L | 0 | 86,237 | +86,237 | 0 | 1,548,817 | +1,548,817 |
| SEADRILL LTD | 0 | 127,463 | +127,463 | 0 | 4,410,220 | +4,410,220 |
| VALARIS LTD | 0 | 31,192 | +31,192 | 0 | 1,572,077 | +1,572,077 |
| ANTERO RESOURCES CORP | 0 | 99,192 | +99,192 | 0 | 3,418,156 | +3,418,156 |
| VIPER ENERGY INC | 0 | 251,563 | +251,563 | 0 | 9,717,886 | +9,717,886 |
| ENERGY TRANSFER L P | 0 | 99,285 | +99,285 | 0 | 1,637,210 | +1,637,210 |
| WESTERN MIDSTREAM PARTNERS L | 0 | 0 | 0 | 0 | 0 | 0 |
| BUILDERS FIRSTSOURCE INC | 0 | 83,944 | +83,944 | 0 | 8,636,998 | +8,636,998 |
| PEABODY ENERGY CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| AUTONATION INC | 0 | 47,032 | +47,032 | 0 | 9,711,167 | +9,711,167 |
| EOG RES INC | 0 | 41,348 | +41,348 | 0 | 4,341,953 | +4,341,953 |
| CORE NATURAL RESOURCES INC | 0 | 0 | 0 | 0 | 0 | 0 |
| THE CIGNA GROUP | 0 | 0 | 0 | 0 | 0 | 0 |
| D R HORTON INC | 0 | 59,850 | +59,850 | 0 | 8,620,196 | +8,620,196 |
| ETFS GOLD TR | 0 | 362,721 | +362,721 | 0 | 14,900,579 | +14,900,579 |
| CENTENE CORP DEL | 0 | 0 | 0 | 0 | 0 | 0 |