0001308555-19-000004.txt : 20191114 0001308555-19-000004.hdr.sgml : 20191114 20191114161817 ACCESSION NUMBER: 0001308555-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mountain Lake Investment Management LLC CENTRAL INDEX KEY: 0001308555 IRS NUMBER: 134173656 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11139 FILM NUMBER: 191220478 BUSINESS ADDRESS: STREET 1: 100 SHORELINE HIGHWAY STREET 2: SUITE B-390 CITY: MILL VALLEY STATE: CA ZIP: 94941 BUSINESS PHONE: 415-322-6200 MAIL ADDRESS: STREET 1: 100 SHORELINE HIGHWAY STREET 2: SUITE B-390 CITY: MILL VALLEY STATE: CA ZIP: 94941 FORMER COMPANY: FORMER CONFORMED NAME: Mountain Lake Group DATE OF NAME CHANGE: 20080123 FORMER COMPANY: FORMER CONFORMED NAME: Katahdin Capital DATE OF NAME CHANGE: 20041112 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001308555 XXXXXXXX 09-30-2019 09-30-2019 false Mountain Lake Investment Management LLC

100 Shoreline Highway Suite B-390 Mill Valley CA 94941

13F HOLDINGS REPORT 028-11139 N Eugene Cheuk 415-322-6203 /s/ Eugene Cheuk Mill Valley CA 11-14-2019 0 19 197715 INFORMATION TABLE 2 infotable.xml ALLEGIANT TRAVEL CO COM 01748X102 22449 150000 SH SOLE 150000 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 14809 925000 SH SOLE 925000 0 0 ANTERO MIDSTREAM CORP COM 03676B102 8695 1175000 SH SOLE 1175000 0 0 ANTERO RES CORP COM 03674X106 4681 1550000 SH SOLE 1550000 0 0 BARRICK GOLD CORPORATION COM 067901108 9531 550000 SH SOLE 550000 0 0 BLACKBERRY LTD COM 09228F103 4200 800000 SH SOLE 800000 0 0 CABOT OIL & GAS CORP COM 127097103 2636 150000 SH SOLE 150000 0 0 CINER RES LP COM UNIT LTD 172464109 5077 275000 SH SOLE 275000 0 0 CONCRETE PUMPING HLDGS INC COM 206704108 1985 500000 SH SOLE 500000 0 0 CONSOL COAL RES LP COM UNIT 20855T100 1553 115000 SH SOLE 115000 0 0 CONSOL ENERGY INC NEW COM 20854L108 13286 850000 SH SOLE 850000 0 0 KOPPERS HOLDINGS INC COM 50060P106 16796 575000 SH SOLE 575000 0 0 NATIONAL OILWELL VARCO INC COM 637071101 13780 650000 SH SOLE 650000 0 0 NEWMONT GOLDCORP CORPORATION COM 651639106 1896 50000 SH SOLE 50000 0 0 PRECISION DRILLING CORP COM 2010 74022D308 7410 6500000 SH SOLE 6500000 0 0 QUANTA SVCS INC COM 74762E102 18900 500000 SH SOLE 500000 0 0 SPIRIT AIRLS INC COM 848577102 18150 500000 SH SOLE 500000 0 0 VIASAT INC COM 92552V100 22596 300000 SH SOLE 300000 0 0 VISTA OUTDOOR INC COM 928377100 9285 1500000 SH SOLE 1500000 0 0