Mountaineer Partners Management as of Sept. 30, 2020
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 16 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clearway Energy CL C (CWEN) | 16.7 | $19M | 715k | 26.96 | |
| Builders FirstSource (BLDR) | 8.4 | $9.7M | 298k | 32.62 | |
| Norbord Com New | 8.2 | $9.5M | 321k | 29.55 | |
| D.R. Horton (DHI) | 7.0 | $8.1M | 107k | 75.63 | |
| Mgm Growth Pptys Cl A Com | 6.8 | $7.9M | 282k | 27.98 | |
| Constellium Se Cl A Shs (CSTM) | 6.7 | $7.8M | 992k | 7.85 | |
| PG&E Corporation (PCG) | 6.7 | $7.7M | 824k | 9.39 | |
| Aarons Com Par $0.50 | 6.4 | $7.4M | 130k | 56.65 | |
| Ingevity (NGVT) | 6.3 | $7.3M | 149k | 49.43 | |
| Vishay Intertechnology (VSH) | 5.8 | $6.7M | 433k | 15.57 | |
| Rush Enterprises Cl A (RUSHA) | 5.7 | $6.6M | 130k | 50.54 | |
| Bausch Health Companies (BHC) | 5.4 | $6.2M | 400k | 15.54 | |
| Vulcan Materials Company (VMC) | 4.3 | $5.0M | 37k | 135.50 | |
| Allegheny Technologies Incorporated (ATI) | 2.5 | $2.9M | 330k | 8.72 | |
| Bwx Technologies (BWXT) | 2.0 | $2.3M | 40k | 56.33 | |
| Clearway Energy Cl A (CWEN.A) | 1.3 | $1.5M | 59k | 24.70 |
