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Mountain Lake Investment Management’s NexGen Energy NXE Stock Holding History

Mountain Lake Investment Management’s Portfolio NXE Stock Details NXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-294,244
Closed -$1.94M – 32
2024
Q4 		$1.94M Sell
294,244
-655,756
-69% -$4.94M 2.24% 12
2024
Q3 		$6.2M Hold
950,000
– – 6.52% 8
2024
Q2 		$6.63M Sell
950,000
-65,000
-6% -$498K 6.95% 6
2024
Q1 		$7.89M Sell
1,015,000
-227,000
-18% -$1.69M 8.18% 6
2023
Q4 		$8.69M Sell
1,242,000
-310,000
-20% -$1.93M 8.89% 5
2023
Q3 		$9.27M Sell
1,552,000
-81,000
-5% -$419K 7.44% 7
2023
Q2 		$7.69M Sell
1,633,000
-67,000
-4% -$272K 4.81% 11
2023
Q1 		$6.51M Sell
1,700,000
-25,000
-1% -$108K 5.94% 8
2022
Q4 		$7.64M Sell
1,725,000
-50,000
-3% -$209K 5.81% 7
2022
Q3 		$6.51M Buy
1,775,000
+225,000
+15% +$905K 5.54% 6
2022
Q2 		$5.57M Sell
1,550,000
-55,000
-3% -$261K 4.76% 10
2022
Q1 		$9.08M Buy
1,605,000
+55,000
+4% +$264K 5.48% 8
2021
Q4 		$6.77M Hold
1,550,000
– – 3.24% 10
2021
Q3 		$7.33M Buy
1,550,000
+25,000
+2% +$110K 3.18% 10
2021
Q2 		$6.25M Buy
1,525,000
+300,000
+24% +$1.28M 3.05% 14
2021
Q1 		$4.45M Buy
1,225,000
+137,500
+13% +$467K 2.49% 16
2020
Q4 		$3M Buy
1,087,500
+87,500
+9% +$175K 1.98% 18
2020
Q3 		$1.73M Buy
1,000,000
+780,000
+355% +$1.32M 1.17% 22
2020
Q2 		$284K Buy
+220,000
New +$281K 0.2% 22
2018
Q1 		– Sell
-25,000
Closed -$64K – 27
2017
Q4 		$64K Buy
+25,000
New +$58.1K 0.02% 26

Other funds holding NXE

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mountain Lake Investment Management's NXE Position: Q1 2025 in Review

Mountain Lake Investment Management sold out of NexGen Energy (NXE) in Q1 2025, closing a stake of 294,244 shares — an estimated $1.94M sold.

Mountain Lake Investment Management first reported a position in NXE in Q4 2017 and held it in 20 quarters. The position peaked at $9.27M in Q3 2023. 231 funds tracked by Wall St. Rank hold NXE as of Q1 2025.

  • Mountain Lake Investment Management reported no remaining NexGen Energy position as of Q1 2025 after selling out during the quarter.
  • Mountain Lake Investment Management sold 294,244 NexGen Energy shares in Q1 2025, an estimated $1.94M.
  • Mountain Lake Investment Management first reported a position in NexGen Energy in Q4 2017 and held it in 20 quarters.
  • Mountain Lake Investment Management's NexGen Energy position peaked at $9.27M in Q3 2023.
  • 231 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2025.

Based on Mountain Lake Investment Management's 13F filing for Q1 2025, filed 15 May 2025.