MLIM

Mountain Lake Investment Management Portfolio holdings

AUM $120M
1-Year Est. Return 9.49%
This Quarter Est. Return
1 Year Est. Return
+9.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$4.75M
2 +$4.54M
3 +$3.42M
4
CNA icon
CNA Financial
CNA
+$3.25M
5
ALLY icon
Ally Financial
ALLY
+$2.49M

Top Sells

1 +$6M
2 +$3.49M
3 +$3.07M
4
OKS
Oneok Partners LP
OKS
+$2.78M
5
ELV icon
Elevance Health
ELV
+$2.66M

Sector Composition

1 Energy 29.68%
2 Financials 26.11%
3 Healthcare 9.03%
4 Materials 8.67%
5 Technology 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-30,436
52
-76,029