MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VNOM | 256K | $12.04M |
 | RRC | 215K | $9.69M |
 | NE | 208K | $10.20M |
 | HP | 118K | $4.26M |
 | ALSN | 112K | $13.09M |
 | BLDR | 105K | $8.62M |
 | ET | 99K | $1.92M |
 | AR | 99K | $4.21M |
 | PAA | 86K | $1.93M |
 | NRP | 77K | $9.28M |
 | DHI | 66K | $9.00M |
 | AN | 56K | $11.02M |
 | CMP | 56K | $1.30M |
 | SDRL | 52K | $2.36M |
 | MOH | 51K | $6.75M |
 | AGM | 43K | $6.36M |
 | CALM | 18K | $1.39M |
 | VAL | 8K | $810.79K |
 | AGI | 8K | $355.44K |
 | WS | 8K | $227.63K |
Viper Energy, Inc.
VNOM
Shares Held
256K
Value
$12.04M
Range Resources Corporation
RRC
Shares Held
215K
Value
$9.69M
Noble Corporation Plc
NE
Shares Held
208K
Value
$10.20M
Helmerich & Payne, Inc.
HP
Shares Held
118K
Value
$4.26M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
112K
Value
$13.09M
Builders FirstSource, Inc.
BLDR
Shares Held
105K
Value
$8.62M
Energy Transfer LP
ET
Shares Held
99K
Value
$1.92M
Antero Resources Corporation
AR
Shares Held
99K
Value
$4.21M
Plains All American Pipeline, L.P.
PAA
Shares Held
86K
Value
$1.93M
Natural Resource Partners L.P.
NRP
Shares Held
77K
Value
$9.28M
D.R. Horton, Inc.
DHI
Shares Held
66K
Value
$9.00M
AutoNation, Inc.
AN
Shares Held
56K
Value
$11.02M
Compass Minerals International, Inc.
CMP
Shares Held
56K
Value
$1.30M
Seadrill Limited
SDRL
Shares Held
52K
Value
$2.36M
Molina Healthcare, Inc.
MOH
Shares Held
51K
Value
$6.75M
Federal Agricultural Mortgage
AGM
Shares Held
43K
Value
$6.36M
Cal-Maine Foods, Inc.
CALM
Shares Held
18K
Value
$1.39M
Valaris Limited
VAL
Shares Held
8K
Value
$810.79K
Alamos Gold Inc.
AGI
Shares Held
8K
Value
$355.44K
Worthington Steel, Inc.
WS
Shares Held
8K
Value
$227.63K