0001308555-20-000001.txt : 20200214 0001308555-20-000001.hdr.sgml : 20200214 20200214161108 ACCESSION NUMBER: 0001308555-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 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: 20619786 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 12-31-2019 12-31-2019 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 02-14-2020 0 17 132385 INFORMATION TABLE 2 infotable.xml ALLEGIANT TRAVEL CO COM 01748X102 15751 90500 SH SOLE 90500 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 6584 608500 SH SOLE 608500 0 0 ANTERO MIDSTREAM CORP COM 03676B102 8729 1150000 SH SOLE 1150000 0 0 ANTERO RES CORP COM 03674X106 3449 1210000 SH SOLE 1210000 0 0 BARRICK GOLD CORPORATION COM 067901108 6724 361700 SH SOLE 361700 0 0 BLACKBERRY LTD COM 09228F103 3371 525000 SH SOLE 525000 0 0 CINER RES LP COM UNIT LTD 172464109 3123 180000 SH SOLE 180000 0 0 CONCRETE PUMPING HLDGS INC COM 206704108 2155 394000 SH SOLE 394000 0 0 CONSOL ENERGY INC NEW COM 20854L108 9432 650000 SH SOLE 650000 0 0 KOPPERS HOLDINGS INC COM 50060P106 9039 236500 SH SOLE 236500 0 0 NATIONAL OILWELL VARCO INC COM 637071101 10220 408000 SH SOLE 408000 0 0 NEWMONT GOLDCORP CORPORATION COM 651639106 2086 48000 SH SOLE 48000 0 0 PRECISION DRILLING CORP COM 2010 74022D308 6230 4450000 SH SOLE 4450000 0 0 QUANTA SVCS INC COM 74762E102 12009 295000 SH SOLE 295000 0 0 SPIRIT AIRLS INC COM 848577102 12698 315000 SH SOLE 315000 0 0 VIASAT INC COM 92552V100 14090 192500 SH SOLE 192500 0 0 VISTA OUTDOOR INC COM 928377100 6695 895000 SH SOLE 895000 0 0