Mountaineer Partners Management as of Dec. 31, 2021
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 16 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vishay Intertechnology (VSH) | 14.3 | $26M | 1.2M | 21.87 | |
| Viper Energy Partners Com Unt Rp Int | 10.3 | $19M | 887k | 21.30 | |
| Eagle Materials (EXP) | 7.4 | $14M | 82k | 166.46 | |
| Olin Corp Com Par $1 (OLN) | 7.3 | $13M | 232k | 57.52 | |
| CF Industries Holdings (CF) | 6.7 | $12M | 173k | 70.79 | |
| Kirby Corporation (KEX) | 6.5 | $12M | 200k | 59.42 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 6.4 | $12M | 272k | 43.09 | |
| Bausch Health Companies (BHC) | 6.4 | $12M | 424k | 27.61 | |
| Century Aluminum Company (CENX) | 6.3 | $12M | 700k | 16.56 | |
| Constellium Se Cl A Shs (CSTM) | 5.8 | $11M | 600k | 17.91 | |
| Allegheny Technologies Incorporated (ATI) | 5.7 | $11M | 659k | 15.93 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 5.4 | $9.9M | 1.1M | 9.03 | |
| Air Transport Services (ATSG) | 4.8 | $8.7M | 297k | 29.37 | |
| Consolidated Communications Holdings (CNSL) | 3.4 | $6.2M | 830k | 7.48 | |
| Prog Holdings Com Npv (PRG) | 2.2 | $4.1M | 90k | 45.10 | |
| Nexgen Energy (NXE) | 1.3 | $2.3M | 530k | 4.37 |
