Q3 2024 · 13F-HR/A
Mountaineer Partners Management, LLCholdings as filed
Filed 2024-11-15 · accession 0000919574-24-006813
$160.4M
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 | $22.8M | 14.2% | 1,407,831 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $20.8M | 13.0% | 1,102,278 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $11.9M | 7.44% | 239,045 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $11.0M | 6.89% | 98,148 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $10.8M | 6.75% | 55,875 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $10.8M | 6.73% | 279,831 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $10.3M | 6.44% | 1,123,352 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $9.8M | 6.13% | 38,565 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $9.7M | 6.06% | 50,921 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $9.4M | 5.87% | 140,650 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $9.1M | 5.70% | 81,776 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $8.9M | 5.57% | 549,134 | Common | SOLE |
| Y7542C130 | STNG | SCORPIO TANKERS INC | $8.4M | 5.22% | 117,417 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $3.7M | 2.30% | 564,507 | Common | SOLE |
| 798241105 | SJT | SAN JUAN BASIN RTY TR | $2.7M | 1.66% | 719,054 | 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.