Mountaineer Partners Management as of Dec. 31, 2020
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 17 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellium Se Cl A Shs (CSTM) | 8.8 | $12M | 875k | 13.99 | |
| Builders FirstSource (BLDR) | 7.3 | $10M | 250k | 40.81 | |
| Vishay Intertechnology (VSH) | 7.3 | $10M | 491k | 20.71 | |
| Bausch Health Companies (BHC) | 7.3 | $10M | 488k | 20.80 | |
| PG&E Corporation (PCG) | 7.0 | $9.7M | 780k | 12.46 | |
| SL Green Realty | 6.6 | $9.3M | 155k | 59.57 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 6.2 | $8.6M | 231k | 37.34 | |
| Mgm Growth Pptys Cl A Com | 6.1 | $8.5M | 272k | 31.30 | |
| Middleby Corporation (MIDD) | 6.0 | $8.4M | 65k | 128.92 | |
| Sabra Health Care REIT (SBRA) | 5.9 | $8.2M | 475k | 17.37 | |
| Vulcan Materials Company (VMC) | 5.5 | $7.7M | 52k | 148.32 | |
| Prog Holdings Com Npv (PRG) | 5.4 | $7.6M | 140k | 53.87 | |
| FirstEnergy (FE) | 5.3 | $7.4M | 242k | 30.61 | |
| D.R. Horton (DHI) | 5.2 | $7.2M | 105k | 68.92 | |
| Allegheny Technologies Incorporated (ATI) | 5.2 | $7.2M | 430k | 16.77 | |
| Clearway Energy CL C (CWEN) | 3.2 | $4.5M | 140k | 31.93 | |
| Bwx Technologies (BWXT) | 1.7 | $2.3M | 38k | 60.28 |
