Q4 2023 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2024-02-14 · accession 0000919574-24-001267
$196.8M
Reported value
14
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $50.9M | 25.9% | 2,123,668 | Common | SOLE |
| 156431108 | CENX | CENTURY ALUM CO | $27.6M | 14.0% | 2,270,805 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $13.9M | 7.06% | 116,005 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $13.8M | 7.00% | 105,800 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $12.4M | 6.29% | 290,920 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $12.2M | 6.19% | 609,810 | Common | SOLE |
| 680665205 | OLN | OLIN CORP | $11.6M | 5.89% | 214,798 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $11.5M | 5.82% | 251,839 | Common | SOLE |
| 952845105 | WFG | WEST FRASER TIMBER CO LTD | $10.7M | 5.44% | 125,001 | Common | SOLE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $10.3M | 5.25% | 66,603 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $8.2M | 4.15% | 240,344 | Common | SOLE |
| H8817H100 | RIG | TRANSOCEAN LTD | $6.3M | 3.22% | 996,987 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $4.0M | 2.01% | 717,692 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $3.5M | 1.80% | 505,482 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.