0001308555-24-000002.txt : 20240515 0001308555-24-000002.hdr.sgml : 20240515 20240515163141 ACCESSION NUMBER: 0001308555-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24951757 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 03-31-2024 03-31-2024 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 05-15-2024 0 21 96440133 INFORMATION TABLE 2 infotable.xml ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 13275000 625000 SH SOLE 625000 0 0 ALLEGIANT TRAVEL CO COM 01748X102 8874780 118000 SH SOLE 118000 0 0 ANTERO RESOURCES CORP COM 03674X106 5829000 201000 SH SOLE 201000 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 4361930 18500 SH SOLE 18500 0 0 AUTONATION INC COM 05329W102 1324640 8000 SH SOLE 8000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 2471318 11850 SH SOLE 11850 0 0 COSTCO WHSL CORP NEW COM 22160K105 1443281 1970 SH SOLE 1970 0 0 FRP HLDGS INC COM 30292L107 307000 5000 SH SOLE 5000 0 0 NEXGEN ENERGY LTD COM 65340P106 7886550 1015000 SH SOLE 1015000 0 0 NOBLE CORP PLC ORD SHS A G65431127 7928115 163500 SH SOLE 163500 0 0 OPENLANE INC COM 48238T109 865000 50000 SH SOLE 50000 0 0 PRECISION DRILLING CORP COM NEW 74022D407 4979460 74000 SH SOLE 74000 0 0 SEABRIDGE GOLD INC COM 811916105 846720 56000 SH SOLE 56000 0 0 SEADRILL 2021 LTD COM G7997W102 8198900 163000 SH SOLE 163000 0 0 SITIO ROYALTIES CORP CLASS A COM 82983N108 9270000 375000 SH SOLE 375000 0 0 SPROTT FDS TR JUNIOR URANIUM 85208P808 2601489 102300 SH SOLE 102300 0 0 SPROTT INC COM NEW 852066208 554400 15000 SH SOLE 15000 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 6055000 350000 SH SOLE 350000 0 0 TRIPLE FLAG PRECIOUS METAL COM 89679M104 3973750 275000 SH SOLE 275000 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 968500 25000 SH SOLE 25000 0 0 VISTA OUTDOOR INC COM 928377100 4425300 135000 SH SOLE 135000 0 0