Q1 2024 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2024-05-15 · accession 0000919574-24-003088
$216.6M
Reported value
16
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $49.2M | 22.7% | 2,168,876 | Common | SOLE |
| 156431108 | CENX | CENTURY ALUM CO | $33.0M | 15.2% | 2,142,103 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $13.2M | 6.09% | 100,171 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $13.0M | 5.98% | 275,487 | Common | SOLE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $12.3M | 5.66% | 61,841 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $12.2M | 5.66% | 554,042 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $12.1M | 5.58% | 236,396 | Common | SOLE |
| 680665205 | OLN | OLIN CORP | $12.0M | 5.52% | 203,390 | Common | SOLE |
| 952845105 | WFG | WEST FRASER TIMBER CO LTD | $10.2M | 4.72% | 118,301 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $10.2M | 4.70% | 72,405 | Common | SOLE |
| Y7542C130 | STNG | SCORPIO TANKERS INC | $9.1M | 4.19% | 126,903 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $9.0M | 4.17% | 1,290,126 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $7.6M | 3.52% | 225,549 | Common | SOLE |
| H8817H100 | RIG | TRANSOCEAN LTD | $5.9M | 2.71% | 935,679 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $3.9M | 1.81% | 505,482 | Common | SOLE |
| 798241105 | SJT | SAN JUAN BASIN RTY TR | $3.8M | 1.76% | 720,000 | 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.