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Mountain Lake Investment Management LLC: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mountain Lake Investment Management LLC on PHYS, newest first. How the timeline and the estimate are built.

Mountain Lake Investment Management LLC held 456,819 PHYS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 456,819 shares
    Change vs previous 13F +6,475 shares

    8.58% of the 13F portfolio, value $13,782,229.

    13F-HR 0001754960-26-000773 filed by Mountain Lake Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 450,344 shares
    Change vs previous 13F -839 shares

    10.31% of the 13F portfolio, value $15,960,191.

    13F-HR 0001754960-26-000390 filed by Mountain Lake Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 451,183 shares
    Change vs previous 13F -10,957 shares

    11.32% of the 13F portfolio, value $14,898,063.

    13F-HR 0001754960-26-000189 filed by Mountain Lake Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 462,140 shares
    Change vs previous 13F -28,453 shares

    10.19% of the 13F portfolio, value $13,688,587.

    13F-HR 0001754960-25-000797 filed by Mountain Lake Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 490,593 shares
    Change vs previous 13F 0 shares

    10.35% of the 13F portfolio, value $12,436,533.

    13F-HR 0001754960-25-000610 filed by Mountain Lake Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 490,593 shares
    Change vs previous 13F +114,593 shares

    11.11% of the 13F portfolio, value $11,803,668.

    13F-HR 0001754960-25-000306 filed by Mountain Lake Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 376,000 shares
    Change vs previous 13F +11,000 shares

    8.72% of the 13F portfolio, value $7,569,780.

    13F-HR 0001754960-25-000086 filed by Mountain Lake Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 365,000 shares
    Change vs previous 13F not available

    7.82% of the 13F portfolio, value $7,438,700.

    13F-HR 0001308555-24-000004 filed by Mountain Lake Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).