MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VNOM | 252K | $9.72M |
 | NE | 231K | $6.54M |
 | SDRL | 127K | $4.41M |
 | ALGT | 126K | $10.79M |
 | HP | 118K | $3.39M |
 | ALSN | 110K | $10.75M |
 | ET | 99K | $1.64M |
 | AR | 99K | $3.42M |
 | PAA | 86K | $1.55M |
 | BLDR | 84K | $8.64M |
 | NRP | 65K | $6.82M |
 | DHI | 60K | $8.62M |
 | KAR | 48K | $1.43M |
 | AN | 47K | $9.71M |
 | EOG | 41K | $4.34M |
 | VAL | 31K | $1.57M |
 | CMP | 24K | $469.49K |
 | DVA | 9K | $971.02K |
Viper Energy, Inc.
VNOM
Shares Held
252K
Value
$9.72M
Noble Corporation Plc
NE
Shares Held
231K
Value
$6.54M
Seadrill Limited
SDRL
Shares Held
127K
Value
$4.41M
Allegiant Travel Company
ALGT
Shares Held
126K
Value
$10.79M
Helmerich & Payne, Inc.
HP
Shares Held
118K
Value
$3.39M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
110K
Value
$10.75M
Energy Transfer LP
ET
Shares Held
99K
Value
$1.64M
Antero Resources Corporation
AR
Shares Held
99K
Value
$3.42M
Plains All American Pipeline, L.P.
PAA
Shares Held
86K
Value
$1.55M
Builders FirstSource, Inc.
BLDR
Shares Held
84K
Value
$8.64M
Natural Resource Partners L.P.
NRP
Shares Held
65K
Value
$6.82M
D.R. Horton, Inc.
DHI
Shares Held
60K
Value
$8.62M
OPENLANE, Inc.
KAR
Shares Held
48K
Value
$1.43M
AutoNation, Inc.
AN
Shares Held
47K
Value
$9.71M
EOG Resources, Inc.
EOG
Shares Held
41K
Value
$4.34M
Valaris Limited
VAL
Shares Held
31K
Value
$1.57M
Compass Minerals International, Inc.
CMP
Shares Held
24K
Value
$469.49K
DaVita Inc.
DVA
Shares Held
9K
Value
$971.02K