Stock Taper

MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Viper Energy, Inc.VNOM252.3K$10.7M
Range Resources CorporationRRC218.52K$8.13M
Noble Corporation PlcNE149.04K$5.56M
Builders FirstSource, Inc.BLDR147.87K$13.23M
Helmerich & Payne, Inc.HP118.2K$3.87M
Allison Transmission Holdings, Inc.ALSN106.54K$12.01M
Antero Resources CorporationAR100.14K$3.52M
Energy Transfer LPET96.19K$1.84M
Plains All American Pipeline, L.P.PAA81.96K$1.82M
Cal-Maine Foods, Inc.CALM68.69K$5.53M
D.R. Horton, Inc.DHI68.61K$11.17M
Sally Beauty Holdings, Inc.SBH63.55K$898.63K
AutoNation, Inc.AN58.26K$10.82M
Compass Minerals International, Inc.CMP55.76K$1.74M
Molina Healthcare, Inc.MOH53.39K$12.21M
Insteel Industries, Inc.IIIN44.26K$1.34M
Seadrill LimitedSDRL36.55K$1.38M
Worthington Steel, Inc.WS34.43K$1.16M
Uber Technologies, Inc.UBER32.1K$2.32M
Alamos Gold Inc.AGI8K$242.72K