Mountain Lake Investment Management LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Mountain Lake Investment Management LLC opened 4 positions, added to 13, reduced 8, sold out of 2 and left 5 unchanged. The largest increase in value was MOH (+$5,463,829); the largest decrease was AGM (-$6,355,907).
- BNO: Country of operation United States; Class UNIT; Shares 2026-03-31 0; Shares 2026-06-30 96,318.
- UBER: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 32,098.
- IIIN: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 44,260.
- SBH: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 63,552.
Two Form 13F-HR filings compared (SEC CIK 1308555): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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