Long-term investor
Mountain Lake Investment Management LLC @mountainlakeinvestmentma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001308555).
Record
- Tracked since 2025-06-30 (472 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days -8.7% · 6 months -6.7% · 1 year +16.4% · all +16.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 85207H104 · 8.6% · long · since 2025-06-30
- BLDR · 8.2% · long · since 2025-06-30
- 00326A104 · 7.7% · long · since 2025-06-30
- MOH · 7.6% · long · since 2026-03-31
- ALSN · 7.5% · long · since 2025-06-30
- DHI · 7.0% · long · since 2025-06-30
- AN · 6.7% · long · since 2025-06-30
- 64361Q101 · 6.7% · long · since 2025-09-30
- NRP · 5.2% · long · since 2025-06-30
- RRC · 5.1% · long · since 2026-03-31
- TFPM · 3.5% · long · since 2025-06-30
- NE · 3.5% · long · since 2025-06-30