0001308555-20-000003.txt : 20200814 0001308555-20-000003.hdr.sgml : 20200814 20200814162359 ACCESSION NUMBER: 0001308555-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201105467 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 06-30-2020 06-30-2020 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 08-14-2020 0 23 139002 INFORMATION TABLE 2 infotable.xml ALLEGHANY CORP DEL COM 017175100 5381 11000 SH SOLE 11000 0 0 ALLEGIANT TRAVEL CO COM 01748X102 11303 103500 SH SOLE 103500 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 2787 855000 SH SOLE 855000 0 0 ANTERO MIDSTREAM CORP COM 03676B102 7267 1425000 SH SOLE 1425000 0 0 ANTERO RESOURCES CORP COM 03674X106 3264 1285000 SH SOLE 1285000 0 0 BARRICK GOLD CORPORATION COM 067901108 8756 325000 SH SOLE 325000 0 0 CAMECO CORP COM 13321L108 5455 532200 SH SOLE 532200 0 0 CINER RES LP COM UNIT LTD 172464109 2295 180000 SH SOLE 180000 0 0 CONCRETE PUMPING HLDGS INC COM 206704108 1653 475000 SH SOLE 475000 0 0 CONSOL ENERGY INC NEW COM 20854L108 3929 775000 SH SOLE 775000 0 0 EOG RES INC COM 26875P101 4813 95000 SH SOLE 95000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 3099 15000 SH SOLE 15000 0 0 NATIONAL OILWELL VARCO INC COM 637071101 7044 575000 SH SOLE 575000 0 0 NEWMONT CORP COM 651639106 6668 108000 SH SOLE 108000 0 0 NEXGEN ENERGY LTD COM 65340P106 284 220000 SH SOLE 220000 0 0 PRECISION DRILLING CORP COM 2010 74022D308 4440 5850000 SH SOLE 5850000 0 0 RAMACO RES INC COM 75134P303 43 20000 SH SOLE 20000 0 0 SPDR GOLD TR GOLD SHS 78463V107 20085 120000 SH Call SOLE 120000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12334 40000 SH Put SOLE 40000 0 0 SPROTT INC COM NEW 852066208 2094 58000 SH SOLE 58000 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 5009 350000 SH SOLE 350000 0 0 VIASAT INC COM 92552V100 10667 278000 SH SOLE 278000 0 0 VISTA OUTDOOR INC COM 928377100 10332 715000 SH SOLE 715000 0 0