MLIM
STR

Mountain Lake Investment Management’s Sitio Royalties STR Stock Holding History

Mountain Lake Investment Management’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-431,746
Closed -$7.94M – 32
2025
Q2 		$7.94M Buy
431,746
+48,950
+13% +$878K 6.6% 7
2025
Q1 		$7.61M Buy
382,796
+66,218
+21% +$1.34M 7.16% 5
2024
Q4 		$6.06M Sell
316,578
-58,422
-16% -$1.3M 6.98% 4
2024
Q3 		$7.82M Hold
375,000
– – 8.22% 3
2024
Q2 		$8.85M Hold
375,000
– – 9.28% 2
2024
Q1 		$9.27M Hold
375,000
– – 9.61% 2
2023
Q4 		$8.82M Sell
375,000
-42,843
-10% -$995K 9.02% 4
2023
Q3 		$10.1M Sell
417,843
-30,157
-7% -$776K 8.12% 4
2023
Q2 		$11.8M Buy
448,000
+18,582
+4% +$476K 7.35% 5
2023
Q1 		$9.7M Buy
429,418
+104,418
+32% +$2.59M 8.85% 3
2022
Q4 		$9.38M Buy
325,000
+315,000
+3,150% +$9.12M 7.12% 5
2022
Q3 		$221K Buy
+10,000
New +$259K 0.19% 31

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mountain Lake Investment Management sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 431,746 shares — an estimated $7.94M sold.

Mountain Lake Investment Management first reported a position in STR in Q3 2022 and held it in 12 quarters. The position peaked at $11.8M in Q2 2023. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Mountain Lake Investment Management reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Mountain Lake Investment Management sold 431,746 Sitio Royalties shares in Q3 2025, an estimated $7.94M.
  • Mountain Lake Investment Management first reported a position in Sitio Royalties in Q3 2022 and held it in 12 quarters.
  • Mountain Lake Investment Management's Sitio Royalties position peaked at $11.8M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

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