0001308555-22-000004.txt : 20220815 0001308555-22-000004.hdr.sgml : 20220815 20220815163506 ACCESSION NUMBER: 0001308555-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221166127 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 06-30-2022 06-30-2022 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 08-15-2022 0 26 116856 INFORMATION TABLE 2 infotable.xml ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 11351 655000 SH SOLE 655000 0 0 ALLEGIANT TRAVEL CO COM 01748X102 9584 84750 SH SOLE 84750 0 0 ANTERO RESOURCES CORP COM 03674X106 7372 240500 SH SOLE 240500 0 0 BARRICK GOLD CORP COM 067901108 4865 275000 SH SOLE 275000 0 0 CAMECO CORP COM 13321L108 1755 83500 SH SOLE 83500 0 0 CONCRETE PUMPING HLDGS INC COM 206704108 2583 426160 SH SOLE 426160 0 0 CONSOL ENERGY INC NEW COM 20854L108 4157 84185 SH SOLE 84185 0 0 DENISON MINES CORP COM 248356107 446 458000 SH SOLE 458000 0 0 EOG RES INC COM 26875P101 6240 56500 SH SOLE 56500 0 0 EQT CORP COM 26884L109 860 25000 SH Call SOLE 0 0 0 EQT CORP COM 26884L109 6639 193000 SH SOLE 193000 0 0 NEWMONT CORP COM 651639106 2267 38000 SH SOLE 38000 0 0 NEXGEN ENERGY LTD COM 65340P106 5565 1550000 SH SOLE 1550000 0 0 NOV INC COM 62955J103 12683 750000 SH SOLE 750000 0 0 NUSCALE PWR CORP *W EXP 05/02/202 67079K118 102 50000 SH SOLE 50000 0 0 NUSCALE PWR CORP CL A COM 67079K100 4146 415000 SH SOLE 415000 0 0 OVERSTOCK COM INC DEL COM 690370101 538 21500 SH SOLE 21500 0 0 PFIZER INC COM 717081103 524 10000 SH Put SOLE 0 0 0 PRECISION DRILLING CORP COM NEW 74022D407 13316 208000 SH SOLE 208000 0 0 SEABRIDGE GOLD INC COM 811916105 2268 182500 SH SOLE 182500 0 0 SOUTHWESTERN ENERGY CO COM 845467109 313 50000 SH Call SOLE 0 0 0 SPROTT FDS TR URANIUM MINERS E 85208P303 1828 32000 SH SOLE 32000 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 5601 395000 SH SOLE 395000 0 0 TEXAS PACIFIC LAND CORPORATI COM 88262P102 7366 4950 SH SOLE 4950 0 0 VIASAT INC COM 92552V100 3982 130000 SH SOLE 130000 0 0 VIASAT INC COM 92552V100 505 16500 SH Call SOLE 0 0 0