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Mountain Lake Investment Management’s Bank OZK OZK Stock Holding History

Mountain Lake Investment Management’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35,026
Closed -$1.65M – 30
2025
Q2 		$1.65M Sell
35,026
-404
-1% -$17.7K 1.37% 18
2025
Q1 		$1.54M Buy
+35,430
New +$1.68M 1.45% 17

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Lake Investment Management's OZK Position: Q3 2025 in Review

Mountain Lake Investment Management sold out of Bank OZK (OZK) in Q3 2025, closing a stake of 35,026 shares — an estimated $1.65M sold.

Mountain Lake Investment Management first reported a position in OZK in Q1 2025 and held it in 2 quarters. The position peaked at $1.65M in Q2 2025. 525 funds tracked by Wall St. Rank hold OZK as of Q3 2025.

  • Mountain Lake Investment Management reported no remaining Bank OZK position as of Q3 2025 after selling out during the quarter.
  • Mountain Lake Investment Management sold 35,026 Bank OZK shares in Q3 2025, an estimated $1.65M.
  • Mountain Lake Investment Management first reported a position in Bank OZK in Q1 2025 and held it in 2 quarters.
  • Mountain Lake Investment Management's Bank OZK position peaked at $1.65M in Q2 2025.
  • 525 funds tracked by Wall St. Rank held Bank OZK as of Q3 2025.

Based on Mountain Lake Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.