0001308555-21-000001.txt : 20210216 0001308555-21-000001.hdr.sgml : 20210216 20210216161022 ACCESSION NUMBER: 0001308555-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21638380 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 12-31-2020 12-31-2020 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 02-16-2021 0 25 151749 INFORMATION TABLE 2 infotable.xml ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 457 25000 SH SOLE 25000 0 0 ALLEGHANY CORP DEL COM 017175100 6641 11000 SH SOLE 11000 0 0 ALLEGIANT TRAVEL CO COM 01748X102 12017 63500 SH SOLE 63500 0 0 ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 3685 822500 SH SOLE 822500 0 0 ANTERO MIDSTREAM CORP COM 03676B102 11511 1493000 SH SOLE 1493000 0 0 ANTERO RESOURCES CORP COM 03674X106 5033 923500 SH SOLE 923500 0 0 BARRICK GOLD CORP COM 067901108 7404 325000 SH SOLE 325000 0 0 CAMECO CORP COM 13321L108 4596 343000 SH SOLE 343000 0 0 CINER RESOURCES LP COM UNIT LTD 172464109 2266 180000 SH SOLE 180000 0 0 CONCRETE PUMPING HLDGS INC COM 206704108 1818 474700 SH SOLE 474700 0 0 CONSOL ENERGY INC DISC COML COM 20854L108 5490 761500 SH SOLE 761500 0 0 CORVUS GOLD INC COM 221013105 30 12500 SH SOLE 12500 0 0 EOG RES INC COM 26875P101 9226 185000 SH SOLE 185000 0 0 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 1326 70000 SH SOLE 70000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 4118 14500 SH SOLE 14500 0 0 NATIONAL OILWELL VARCO INC COM 637071101 9652 703000 SH SOLE 703000 0 0 NEWMONT CORP COM 651639106 7486 125000 SH SOLE 125000 0 0 NEXGEN ENERGY LTD COM 65340P106 3002 1087500 SH SOLE 1087500 0 0 PRECISION DRILLING CORP COM NEW 74022D407 5120 305000 SH SOLE 305000 0 0 SPDR GOLD TR GOLD SHS 78463V107 21405 120000 SH Call SOLE 0 0 0 SPROTT INC COM NEW 852066208 1058 36500 SH SOLE 36500 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 5282 350000 SH SOLE 350000 0 0 UNIVERSAL INS HLDGS INC COM 91359V107 2342 155000 SH SOLE 155000 0 0 VIASAT INC COM 92552V100 9795 300000 SH SOLE 300000 0 0 VISTA OUTDOOR INC COM 928377100 10989 462500 SH SOLE 462500 0 0