StockDriftsStockDriftsTop 29 Mountain Lake Investment Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | 10.31% | 450.3K | $16.0M | -0.19%(-839) | $16.52(+108.39%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 9.37% | 324.9K | $14.5M | -10.42%(-37.80K) | $19.14(+126.09%) | 2026-03-31 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 8.45% | 111.8K | $13.1M | +1.83%(+2.01K) | $90.87(+28.75%) | 2026-03-31 | |
| VNOM | VIPER ENERGY INC | 7.77% | 256.1K | $12.0M | +1.82%(+4.58K) | $38.26(+28.03%) | 2026-03-31 | |
| AN | AUTONATION INC | 7.12% | 56.4K | $11.0M | +20.01%(+9.41K) | $170.50(+8.01%) | 2026-03-31 | |
| NE | NOBLE CORP PLC | 6.59% | 207.8K | $10.2M | -10.24%(-23.70K) | $32.68(+61.87%) | 2026-03-31 | |
| RRC | RANGE RES CORP | 6.26% | 214.5K | $9.7M | new | $40.22(+5.57%) | 2026-03-31 | |
| NRP | NATURAL RESOURCE PARTNERS LP | 5.99% | 76.7K | $9.3M | +17.36%(+11.34K) | $104.87(+1.93%) | 2026-03-31 | |
| DHI | D R HORTON INC | 5.81% | 65.6K | $9.0M | +9.59%(+5.74K) | $128.61(+5.27%) | 2026-03-31 | |
| BLDR | BUILDERS FIRSTSOURCE INC | 5.57% | 104.6K | $8.6M | +24.66%(+20.70K) | $131.45(-46.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.64% | +71.26% |
| Top 20 Holdings Unweighted | +26.72% | +103.50% |
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