0001308555-24-000001.txt : 20240214 0001308555-24-000001.hdr.sgml : 20240214 20240214160744 ACCESSION NUMBER: 0001308555-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mountain Lake Investment Management LLC CENTRAL INDEX KEY: 0001308555 ORGANIZATION NAME: 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: 24637971 BUSINESS ADDRESS: STREET 1: 230 S MAYA PALM DR. CITY: BOCA RATON STATE: FL ZIP: 33432 BUSINESS PHONE: 415-322-6200 MAIL ADDRESS: STREET 1: 1523 SLOAT BLVD #320391 CITY: SAN FRANCISCO STATE: CA ZIP: 94132 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 X0202 13F-HR LIVE false false false 0001308555 XXXXXXXX 12-31-2023 12-31-2023 false Mountain Lake Investment Management LLC

1523 Sloat Blvd #320391 San Francisco CA 94132

13F HOLDINGS REPORT 028-11139 000154679 801-72050 N Eugene Cheuk 415-322-6203 /s/ Eugene Cheuk Mill Valley CA 02-14-2024 0 17 97766429 INFORMATION TABLE 2 infotable.xml ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 12298020 623000 SH SOLE 623000 0 0 ALLEGIANT TRAVEL CO COM 01748X102 9747980 118000 SH SOLE 118000 0 0 ANTERO RESOURCES CORP COM 03674X106 5227740 230500 SH SOLE 230500 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 2249700 10000 SH SOLE 10000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 1752870 10500 SH SOLE 10500 0 0 COSTCO WHSL CORP NEW COM 22160K105 1336662 2025 SH SOLE 2025 0 0 EQT CORP COM 26884L109 4252600 110000 SH SOLE 110000 0 0 NEXGEN ENERGY LTD COM 65340P106 8694000 1242000 SH SOLE 1242000 0 0 NOBLE CORP PLC ORD SHS A G65431127 8572480 178000 SH SOLE 178000 0 0 PRECISION DRILLING CORP COM NEW 74022D407 5996331 110450 SH SOLE 110450 0 0 SEABRIDGE GOLD INC COM 811916105 788450 65000 SH SOLE 65000 0 0 SEADRILL 2021 LTD COM G7997W102 8902824 188300 SH SOLE 188300 0 0 SITIO ROYALTIES CORP CLASS A COM 82983N108 8816250 375000 SH SOLE 375000 0 0 SPROTT FDS TR JUNIOR URANIUM 85208P808 2413257 102300 SH SOLE 102300 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 5065740 318000 SH SOLE 318000 0 0 TRIPLE FLAG PRECIOUS METAL COM 89679M104 3593700 270000 SH SOLE 270000 0 0 VISTA OUTDOOR INC COM 928377100 8057825 272500 SH SOLE 272500 0 0