Mountain Lake Investment Management’s Triple Flag Precious Metals TFPM Stock Holding History

Mountain Lake Investment Management’s Portfolio TFPM Stock Details TFPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.13M	Buy	90,203 +17,491	+24%	+$633K	2.02%	15
2025 Q4	$2.42M	Sell	72,712 -1,804	-2%	-$56.4K	1.84%	16
2025 Q3	$2.18M	Sell	74,516 -3,463	-4%	-$89.5K	1.62%	16
2025 Q2	$1.85M	Buy	77,979 +29,288	+60%	+$642K	1.54%	15
2025 Q1	$932K	Buy	+48,691	New	+$831K	0.88%	20
2024 Q3	–	Sell	-255,000	Closed	-$3.95M	–	27
2024 Q2	$3.95M	Sell	255,000 -20,000	-7%	-$319K	4.14%	12
2024 Q1	$3.97M	Buy	275,000 +5,000	+2%	+$64.6K	4.12%	12
2023 Q4	$3.59M	Sell	270,000 -41,260	-13%	-$540K	3.68%	12
2023 Q3	$4.07M	Sell	311,260 -18,740	-6%	-$251K	3.26%	14
2023 Q2	$4.55M	Sell	330,000 -20,000	-6%	-$301K	2.84%	14
2023 Q1	$5.23M	Buy	350,000 +312,500	+833%	+$4.26M	4.77%	12
2022 Q4	$516K	Buy	+37,500	New	+$459K	0.39%	27

Other funds holding TFPM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $2.88B AUM 18.53% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Mountain Lake Investment Management's TFPM Position: Q1 2026 in Review

Mountain Lake Investment Management increased its Triple Flag Precious Metals (TFPM) stake by 24% in Q1 2026, buying an estimated $633K and bringing the position to 90,203 shares worth $3.13M. The position accounts for 2.02% of the portfolio, ranked #15.

Mountain Lake Investment Management first reported a position in TFPM in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.23M in Q1 2023. 230 funds tracked by Wall St. Rank hold TFPM as of Q1 2026.

Mountain Lake Investment Management held 90,203 shares of Triple Flag Precious Metals worth $3.13M as of Q1 2026.
Mountain Lake Investment Management bought 17,491 Triple Flag Precious Metals shares in Q1 2026, an estimated $633K.
Triple Flag Precious Metals made up 2.02% of Mountain Lake Investment Management's portfolio in Q1 2026, its #15 holding.
Mountain Lake Investment Management first reported a position in Triple Flag Precious Metals in Q4 2022 and has held it in 12 quarters since.
Mountain Lake Investment Management's Triple Flag Precious Metals position peaked at $5.23M in Q1 2023.
230 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q1 2026.

Based on Mountain Lake Investment Management's 13F filing for Q1 2026, filed 15 May 2026.