Mountain Lake Investment Management LLC — 13F holdings

Mountain Lake Investment Management LLC reported 31 holdings worth $161M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. PHYS SPROTT ASSET MANAGEMENT LP — $13.8M (8.6%)
2. BLDR BUILDERS FIRSTSOURCE INC — $13.2M (8.2%)
3. SGOL ETFS GOLD TR — $12.4M (7.7%)
4. MOH MOLINA HEALTHCARE INC — $12.2M (7.6%)
5. ALSN ALLISON TRANSMISSION HLDGS I — $12.0M (7.5%)
6. DHI D R HORTON INC — $11.2M (7.0%)
7. AN AUTONATION INC — $10.8M (6.7%)
8. VNOM VIPER ENERGY INC — $10.7M (6.7%)
9. NRP NATURAL RESOURCE PARTNERS L — $8.29M (5.2%)
10. RRC RANGE RES CORP — $8.13M (5.1%)