Mountaineer Partners Management as of March 31, 2023
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vishay Intertechnology (VSH) | 35.5 | $49M | 2.2M | 22.62 | |
| Century Aluminum Company (CENX) | 8.0 | $11M | 1.1M | 10.00 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 7.5 | $10M | 297k | 34.53 | |
| Freeport-mcmoran CL B (FCX) | 7.4 | $10M | 248k | 40.91 | |
| Sabra Health Care REIT (SBRA) | 7.3 | $10M | 870k | 11.50 | |
| Alcoa (AA) | 5.8 | $8.0M | 188k | 42.56 | |
| Constellium Se Cl A Shs (CSTM) | 5.5 | $7.6M | 497k | 15.28 | |
| Olin Corp Com Par $1 (OLN) | 5.0 | $6.9M | 124k | 55.50 | |
| Diamondback Energy (FANG) | 5.0 | $6.8M | 51k | 135.17 | |
| Entegris (ENTG) | 4.9 | $6.8M | 83k | 82.01 | |
| RPC (RES) | 4.1 | $5.6M | 733k | 7.69 | |
| HudBay Minerals (HBM) | 2.7 | $3.7M | 700k | 5.25 | |
| Nexgen Energy (NXE) | 1.4 | $1.9M | 493k | 3.83 |
