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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
Q2 		$5.68M Buy
189,488
+99,285
+110% +$3.19M 3.54% 11
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 $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DMIC
Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Mountain Lake Investment Management's TFPM Position: Q2 2026 in Review

Mountain Lake Investment Management increased its Triple Flag Precious Metals (TFPM) stake by 110% in Q2 2026, buying an estimated $3.19M and bringing the position to 189,488 shares worth $5.68M. The position accounts for 3.54% of the portfolio, ranked #11.

Mountain Lake Investment Management first reported a position in TFPM in Q4 2022 and has held it in 13 quarters since. 225 funds tracked by Wall St. Rank hold TFPM as of Q2 2026.

  • Mountain Lake Investment Management held 189,488 shares of Triple Flag Precious Metals worth $5.68M as of Q2 2026.
  • Mountain Lake Investment Management bought 99,285 Triple Flag Precious Metals shares in Q2 2026, an estimated $3.19M.
  • Triple Flag Precious Metals made up 3.54% of Mountain Lake Investment Management's portfolio in Q2 2026, its #11 holding.
  • Mountain Lake Investment Management first reported a position in Triple Flag Precious Metals in Q4 2022 and has held it in 13 quarters since.
  • 225 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q2 2026.

Based on Mountain Lake Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.