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Aryn Sands

Mountain Lake Investment Management Llc

Assets Managed
$154.807M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
17.64%(2Q avg: 7.83%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mountain Lake Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Mountain Lake Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 154.807M in assets, with a quarterly growth rate of 17.64% and a 2-quarter average growth rate of 7.83%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PHYS
Sprott Physical Gold Trust
Recent Activity
Decreased -0.18%
10.31%
$15.96M
450,344 shares@ $35.44 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Decreased -10.42%
9.37%
$14.498M
324,918 shares@ $44.62 avg price
ALSN
Allison Transmission Holding
Recent Activity
Increased 1.84%
8.46%
$13.088M
111,803 shares@ $117.06 avg price
VNOM
Viper Energy Inc-cl A
Recent Activity
Increased 1.82%
7.78%
$12.036M
256,139 shares@ $47.0 avg price
AN
Autonation Inc
Recent Activity
Increased 20.02%
7.12%
$11.021M
56,445 shares@ $195.27 avg price
NE
Noble Corp Plc
Recent Activity
Decreased -10.23%
6.59%
$10.196M
207,795 shares@ $49.07 avg price
RRC
Range Resources Corp
Recent Activity
New Position
6.27%
$9.692M
214,515 shares@ $45.19 avg price
NRP
Natural Resource Partners Lp
Recent Activity
Increased 17.37%
6%
$9.277M
76,673 shares@ $121.01 avg price
DHI
Dr Horton Inc
Recent Activity
Increased 9.6%
5.82%
$9M
65,590 shares@ $137.23 avg price
BLDR
Builders Firstsource Inc
Recent Activity
Increased 24.66%
5.57%
$8.615M
104,641 shares@ $82.34 avg price

1-10 of 29