Q4 2024 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2025-02-14 · accession 0000919574-25-001213
$136.6M
Reported value
17
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 156431108 | CENX | CENTURY ALUM CO | $11.8M | 8.64% | 647,845 | Common | SOLE |
| 300426103 | ECG | EVERUS CONSTR GROUP | $10.7M | 7.83% | 162,722 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $10.1M | 7.36% | 182,670 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $9.9M | 7.24% | 99,860 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $9.7M | 7.13% | 257,778 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $9.7M | 7.07% | 29,373 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $9.4M | 6.88% | 246,840 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $9.1M | 6.67% | 887,239 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $8.9M | 6.55% | 1,104,563 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $8.8M | 6.41% | 516,570 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $8.0M | 5.85% | 55,875 | Common | SOLE |
| 576690101 | MTRN | MATERION CORP | $7.9M | 5.77% | 79,742 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $7.1M | 5.22% | 51,015 | Common | SOLE |
| Y7542C130 | STNG | SCORPIO TANKERS INC | $5.8M | 4.27% | 117,417 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $3.7M | 2.73% | 564,507 | Common | SOLE |
| L02235106 | AMBP | ARDAGH METAL PACKAGING S A | $3.2M | 2.33% | 1,057,720 | Common | SOLE |
| 798241105 | SJT | SAN JUAN BASIN RTY TR | $2.8M | 2.02% | 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.