Mountain Lake Investment Management LLC Buys Allegiant Travel Co, BlackBerry, Antero Midstream Corp, Sells Capital Senior Living Corp, PACCAR Inc, US Bancorp

Mill Valley, CA, based Investment company Mountain Lake Investment Management LLC buys Allegiant Travel Co, BlackBerry, Antero Midstream Corp, General Electric Co, Vista Outdoor Inc, Barrick Gold Corp, Newmont Goldcorp Corp, Pan American Silver Corp, Goldcorp Inc, Tenneco Inc, sells Capital Senior Living Corp, PACCAR Inc, US Bancorp, FedEx Corp, CONSOL Coal Resources LP, Tyson Foods Inc, Berkshire Hathaway Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Mountain Lake Investment Management LLC. As of 2019Q1, Mountain Lake Investment Management LLC owns 23 stocks with a total value of $273 million. These are the details of the buys and sells.

For the details of Mountain Lake Investment Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mountain+lake+investment+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Mountain Lake Investment Management LLC
  1. SPDR S&P 500 (SPY) - 100,000 shares, 10.36% of the total portfolio.
  2. Alliance Resource Partners LP (ARLP) - 1,295,000 shares, 9.67% of the total portfolio. Shares reduced by 2.26%
  3. Viasat Inc (VSAT) - 335,000 shares, 9.52% of the total portfolio. Shares reduced by 2.9%
  4. Allegiant Travel Co (ALGT) - 154,500 shares, 7.33% of the total portfolio. New Position
  5. Quanta Services Inc (PWR) - 500,000 shares, 6.92% of the total portfolio.
New Purchase: Allegiant Travel Co (ALGT)

Mountain Lake Investment Management LLC initiated holding in Allegiant Travel Co. The purchase prices were between $100.22 and $141.39, with an estimated average price of $126.91. The stock is now traded at around $145.17. The impact to a portfolio due to this purchase was 7.33%. The holding were 154,500 shares as of .

New Purchase: BlackBerry Ltd (BB)

Mountain Lake Investment Management LLC initiated holding in BlackBerry Ltd. The purchase prices were between $6.88 and $10.09, with an estimated average price of $8.39. The stock is now traded at around $8.58. The impact to a portfolio due to this purchase was 2.22%. The holding were 600,620 shares as of .

New Purchase: General Electric Co (GE)

Mountain Lake Investment Management LLC initiated holding in General Electric Co. The purchase prices were between $7.28 and $10.88, with an estimated average price of $9.4. The stock is now traded at around $10.23. The impact to a portfolio due to this purchase was 1.08%. The holding were 295,000 shares as of .

New Purchase: Barrick Gold Corp (GOLD)

Mountain Lake Investment Management LLC initiated holding in Barrick Gold Corp. The purchase prices were between $11.77 and $14.5, with an estimated average price of $12.91. The stock is now traded at around $12.39. The impact to a portfolio due to this purchase was 0.68%. The holding were 135,000 shares as of .

New Purchase: Newmont Goldcorp Corp (NEM)

Mountain Lake Investment Management LLC initiated holding in Newmont Goldcorp Corp. The purchase prices were between $31.02 and $36.48, with an estimated average price of $33.85. The stock is now traded at around $30.37. The impact to a portfolio due to this purchase was 0.33%. The holding were 25,000 shares as of .

New Purchase: Pan American Silver Corp (PAAS)

Mountain Lake Investment Management LLC initiated holding in Pan American Silver Corp. The purchase prices were between $12.49 and $15.45, with an estimated average price of $14.02. The stock is now traded at around $10.92. The impact to a portfolio due to this purchase was 0.15%. The holding were 30,000 shares as of .

Added: Antero Midstream Corp (AM)

Mountain Lake Investment Management LLC added to a holding in Antero Midstream Corp by 41.67%. The purchase prices were between $11.18 and $14.31, with an estimated average price of $13.04. The stock is now traded at around $13.54. The impact to a portfolio due to this purchase was 1.26%. The holding were 850,000 shares as of .

Added: Vista Outdoor Inc (VSTO)

Mountain Lake Investment Management LLC added to a holding in Vista Outdoor Inc by 35.29%. The purchase prices were between $7.97 and $12.21, with an estimated average price of $9.83. The stock is now traded at around $9.50. The impact to a portfolio due to this purchase was 0.88%. The holding were 1,150,000 shares as of .

Sold Out: Capital Senior Living Corp (CSU)

Mountain Lake Investment Management LLC sold out a holding in Capital Senior Living Corp. The sale prices were between $3.89 and $8.04, with an estimated average price of $6.09.

Sold Out: PACCAR Inc (PCAR)

Mountain Lake Investment Management LLC sold out a holding in PACCAR Inc. The sale prices were between $56.52 and $69.89, with an estimated average price of $65.15.

Sold Out: US Bancorp (USB)

Mountain Lake Investment Management LLC sold out a holding in US Bancorp. The sale prices were between $45.7 and $52.45, with an estimated average price of $50.1.

Sold Out: FedEx Corp (FDX)

Mountain Lake Investment Management LLC sold out a holding in FedEx Corp. The sale prices were between $157.19 and $185.62, with an estimated average price of $176.54.

Sold Out: Tyson Foods Inc (TSN)

Mountain Lake Investment Management LLC sold out a holding in Tyson Foods Inc. The sale prices were between $53.35 and $69.43, with an estimated average price of $61.77.

Sold Out: Berkshire Hathaway Inc (BRK.A)

Mountain Lake Investment Management LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $287000 and $313875, with an estimated average price of $302958.



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