Q2 2024 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2024-08-14 · accession 0000919574-24-004619
$192.2M
Reported value
16
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $45.4M | 23.6% | 2,033,752 | Common | SOLE |
| 156431108 | CENX | CENTURY ALUM CO | $22.4M | 11.7% | 1,338,458 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $11.9M | 6.20% | 245,144 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $11.6M | 6.03% | 209,073 | Common | SOLE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $11.3M | 5.89% | 56,504 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $10.5M | 5.45% | 1,156,653 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $10.4M | 5.42% | 261,844 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $10.3M | 5.38% | 95,650 | Common | SOLE |
| Y7542C130 | STNG | SCORPIO TANKERS INC | $9.7M | 5.04% | 119,141 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $9.4M | 4.91% | 500,769 | Common | SOLE |
| 952845105 | WFG | WEST FRASER TIMBER CO LTD | $9.4M | 4.90% | 122,541 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $9.1M | 4.76% | 67,530 | Common | SOLE |
| 680665205 | OLN | OLIN CORP | $8.8M | 4.59% | 187,085 | Common | SOLE |
| H8817H100 | RIG | TRANSOCEAN LTD | $4.8M | 2.51% | 901,657 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $4.0M | 2.10% | 579,017 | Common | SOLE |
| 798241105 | SJT | SAN JUAN BASIN RTY TR | $3.0M | 1.56% | 737,930 | 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.