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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.94M Buy
431,746
+48,950
+13% +$900K 6.6% 7
2025
Q1
$7.61M Buy
382,796
+66,218
+21% +$1.32M 7.16% 5
2024
Q4
$6.06M Sell
316,578
-58,422
-16% -$1.12M 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% -$1.01M 9.02% 4
2023
Q3
$10.1M Sell
417,843
-30,157
-7% -$730K 8.12% 3
2023
Q2
$11.8M Buy
448,000
+18,582
+4% +$488K 7.35% 3
2023
Q1
$9.7M Buy
429,418
+104,418
+32% +$2.36M 8.85% 3
2022
Q4
$9.38M Buy
325,000
+315,000
+3,150% +$9.09M 7.12% 4
2022
Q3
$221K Buy
+10,000
New +$221K 0.19% 27