Q1 2025 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2025-05-15 · accession 0000919574-25-003166
$104.5M
Reported value
14
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 156431108 | CENX | CENTURY ALUM CO | $11.9M | 11.4% | 639,373 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $10.5M | 10.0% | 659,478 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $9.5M | 9.08% | 250,558 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $9.4M | 9.03% | 181,375 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $8.8M | 8.43% | 1,161,055 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $8.6M | 8.25% | 98,529 | Common | SOLE |
| 300426103 | ECG | EVERUS CONSTR GROUP | $8.4M | 8.05% | 226,857 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $8.1M | 7.76% | 265,965 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $7.3M | 6.96% | 58,211 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $6.8M | 6.53% | 53,655 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $5.5M | 5.23% | 542,068 | Common | SOLE |
| 798241105 | SJT | SAN JUAN BASIN RTY TR | $4.0M | 3.81% | 719,054 | Common | SOLE |
| L02235106 | AMBP | ARDAGH METAL PACKAGING S A | $3.2M | 3.06% | 1,057,720 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $2.5M | 2.43% | 564,507 | 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.