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Mountain Lake Investment Management’s NuScale Power SMR Stock Holding History

Mountain Lake Investment Management’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-233,000
Closed -$2.12M – 23
2023
Q1 		$2.12M Hold
233,000
– – 1.93% 16
2022
Q4 		$2.39M Sell
233,000
-109,600
-32% -$1.21M 1.82% 17
2022
Q3 		$4M Sell
342,600
-72,400
-17% -$951K 3.41% 12
2022
Q2 		$4.15M Buy
+415,000
New +$4.15M 3.55% 13

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mountain Lake Investment Management's SMR Position: Q2 2023 in Review

Mountain Lake Investment Management sold out of NuScale Power (SMR) in Q2 2023, closing a stake of 233,000 shares — an estimated $2.12M sold.

Mountain Lake Investment Management first reported a position in SMR in Q2 2022 and held it in 4 quarters. The position peaked at $4.15M in Q2 2022. 117 funds tracked by Wall St. Rank hold SMR as of Q2 2023.

  • Mountain Lake Investment Management reported no remaining NuScale Power position as of Q2 2023 after selling out during the quarter.
  • Mountain Lake Investment Management sold 233,000 NuScale Power shares in Q2 2023, an estimated $2.12M.
  • Mountain Lake Investment Management first reported a position in NuScale Power in Q2 2022 and held it in 4 quarters.
  • Mountain Lake Investment Management's NuScale Power position peaked at $4.15M in Q2 2022.
  • 117 funds tracked by Wall St. Rank held NuScale Power as of Q2 2023.

Based on Mountain Lake Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.