Mountaineer Partners Management as of March 31, 2020
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 16 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clearway Energy Inc cl c (CWEN) | 20.5 | $14M | 765k | 18.80 | |
| PG&E Corporation (PCG) | 10.1 | $7.1M | 790k | 8.99 | |
| Mgm Growth Properties | 9.8 | $6.9M | 293k | 23.67 | |
| Bwx Technologies (BWXT) | 9.5 | $6.7M | 137k | 48.71 | |
| Boeing Company (BA) | 9.1 | $6.4M | 43k | 149.16 | |
| United Technologies Corporation | 8.6 | $6.1M | 64k | 94.35 | |
| Constellium Se cl a (CSTM) | 6.6 | $4.7M | 895k | 5.21 | |
| Builders FirstSource (BLDR) | 4.7 | $3.3M | 272k | 12.23 | |
| Norbord | 4.7 | $3.3M | 276k | 11.87 | |
| Allegheny Technologies Incorporated (ATI) | 4.1 | $2.9M | 338k | 8.50 | |
| Vishay Intertechnology (VSH) | 3.4 | $2.4M | 165k | 14.41 | |
| Spirit Airlines (SAVE) | 2.8 | $2.0M | 155k | 12.89 | |
| Ingevity (NGVT) | 2.0 | $1.4M | 40k | 35.21 | |
| Hldgs (UAL) | 1.8 | $1.3M | 40k | 31.55 | |
| Clearway Energy Inc cl a (CWEN.A) | 1.5 | $1.0M | 61k | 17.17 | |
| D.R. Horton (DHI) | 0.8 | $545k | 16k | 34.05 |
