Holdings
Mountain Lake Investment Management LLC
As of Jun 30, 2026, Mountain Lake Investment Management LLC reported 24 positions worth US$123M. Largest: Builders Firstsource, Inc., Molina Healthcare Inc and Allison Transmission Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Builders Firstsource, Inc. | 148K | US$13.2M | +43,226 | Jun 30, 2026 |
| Molina Healthcare Inc | 53,394 | US$12.2M | +2,776 | Jun 30, 2026 |
| Allison Transmission Holdings, Inc. | 107K | US$12M | −5,262 | Jun 30, 2026 |
| D.r. Horton, Inc. | 68,606 | US$11.2M | +3,016 | Jun 30, 2026 |
| Autonation, Inc. | 58,257 | US$10.8M | +1,812 | Jun 30, 2026 |
| Viper Energy, Inc. | 252K | US$10.7M | −3,835 | Jun 30, 2026 |
| Natural Resource Partners Lp Limited Partnership | 85,464 | US$8.29M | +8,791 | Jun 30, 2026 |
| Range Resources Corporation | 219K | US$8.13M | +4,008 | Jun 30, 2026 |
| Triple Flag Precious Metals Corp. | 189K | US$5.68M | +99,285 | Jun 30, 2026 |
| Cal-maine Foods, Inc. | 68,685 | US$5.53M | +51,180 | Jun 30, 2026 |