MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VNOM | 258K | $9.85M |
 | NE | 227K | $6.42M |
 | SDRL | 145K | $4.39M |
 | ALGT | 137K | $8.31M |
 | HP | 136K | $3.01M |
 | ET | 110K | $1.88M |
 | AR | 102K | $3.41M |
 | ALSN | 100K | $8.47M |
 | PAA | 88K | $1.51M |
 | CNC | 83K | $2.98M |
 | BLDR | 77K | $9.28M |
 | DHI | 62K | $10.42M |
 | EOG | 50K | $5.60M |
 | AN | 49K | $10.65M |
 | NRP | 46K | $4.79M |
 | KAR | 44K | $1.28M |
 | BTU | 34K | $912.82K |
 | VAL | 32K | $1.56M |
 | CNR | 18K | $1.47M |
 | WES | 8K | $328.58K |
Viper Energy, Inc.
VNOM
Shares Held
258K
Value
$9.85M
Noble Corporation Plc
NE
Shares Held
227K
Value
$6.42M
Seadrill Limited
SDRL
Shares Held
145K
Value
$4.39M
Allegiant Travel Company
ALGT
Shares Held
137K
Value
$8.31M
Helmerich & Payne, Inc.
HP
Shares Held
136K
Value
$3.01M
Energy Transfer LP
ET
Shares Held
110K
Value
$1.88M
Antero Resources Corporation
AR
Shares Held
102K
Value
$3.41M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
100K
Value
$8.47M
Plains All American Pipeline, L.P.
PAA
Shares Held
88K
Value
$1.51M
Centene Corporation
CNC
Shares Held
83K
Value
$2.98M
Builders FirstSource, Inc.
BLDR
Shares Held
77K
Value
$9.28M
D.R. Horton, Inc.
DHI
Shares Held
62K
Value
$10.42M
EOG Resources, Inc.
EOG
Shares Held
50K
Value
$5.60M
AutoNation, Inc.
AN
Shares Held
49K
Value
$10.65M
Natural Resource Partners L.P.
NRP
Shares Held
46K
Value
$4.79M
OPENLANE, Inc.
KAR
Shares Held
44K
Value
$1.28M
Peabody Energy Corporation
BTU
Shares Held
34K
Value
$912.82K
Valaris Limited
VAL
Shares Held
32K
Value
$1.56M
Core Natural Resources, Inc.
CNR
Shares Held
18K
Value
$1.47M
Western Midstream Partners, LP
WES
Shares Held
8K
Value
$328.58K