Q3 2024 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2024-11-14 · accession 0000919574-24-006445
$6.6M
Reported value
15
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 156431108 | CENX | CENTURY ALUM CO | $1.4M | 21.4% | 22,849,097 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $1.1M | 17.1% | 10,323,605 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $1.1M | 16.8% | 20,844,077 | Common | SOLE |
| 798241105 | SJT | SAN JUAN BASIN RTY TR | $719,054 | 10.9% | 2,660,500 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $564,507 | 8.59% | 3,686,231 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $549,134 | 8.36% | 8,928,919 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $279,831 | 4.26% | 10,795,880 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $239,045 | 3.64% | 11,933,126 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $140,650 | 2.14% | 9,410,891 | Common | SOLE |
| Y7542C130 | STNG | SCORPIO TANKERS INC | $117,417 | 1.79% | 8,371,832 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $98,148 | 1.49% | 11,044,594 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $81,776 | 1.24% | 9,147,463 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $55,875 | 0.85% | 10,831,927 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $50,921 | 0.78% | 9,714,199 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $38,565 | 0.59% | 9,833,303 | 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.