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Mountain Lake Investment Management LLC: TFPM position timeline

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

Mountain Lake Investment Management LLC held 189,488 TFPM 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 189,488 shares
    Change vs previous 13F +99,285 shares

    3.54% of the 13F portfolio, value $5,678,955.

    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 90,203 shares
    Change vs previous 13F +17,491 shares

    2.02% of the 13F portfolio, value $3,130,946.

    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 72,712 shares
    Change vs previous 13F -1,804 shares

    1.84% of the 13F portfolio, value $2,415,493.

    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 74,516 shares
    Change vs previous 13F -3,463 shares

    1.62% of the 13F portfolio, value $2,180,338.

    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 77,979 shares
    Change vs previous 13F +29,288 shares

    1.54% of the 13F portfolio, value $1,847,323.

    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 48,691 shares
    Change vs previous 13F +48,691 shares

    0.88% of the 13F portfolio, value $932,433.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.