Mountaineer Partners Management
Latest statistics and disclosures from Mountaineer Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CENX, Everus Constr Group, ATI, ENTG, AA, and represent 38.22% of Mountaineer Partners Management's stock portfolio.
- Added to shares of these 7 stocks: Everus Constr Group (+$11M), CSTM, AMBP, ATI, FCX, ENTG, DHI.
- Started 2 new stock positions in Everus Constr Group, AMBP.
- Reduced shares in these 6 stocks: CENX (-$14M), VSH (-$9.9M), GEV, AA, MTRN, HBM.
- Mountaineer Partners Management was a net seller of stock by $-7.8M.
- Mountaineer Partners Management has $137M in assets under management (AUM), dropping by -14.85%.
- Central Index Key (CIK): 0001730532
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Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 17 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Century Aluminum Company (CENX) | 8.6 | $12M | -53% | 648k | 18.22 |
|
| Everus Constr Group | 7.8 | $11M | NEW | 163k | 65.75 |
|
| Allegheny Technologies Incorporated (ATI) | 7.4 | $10M | +29% | 183k | 55.04 |
|
| Entegris (ENTG) | 7.2 | $9.9M | 100k | 99.06 |
|
|
| Alcoa (AA) | 7.1 | $9.7M | -7% | 258k | 37.78 |
|
| Ge Vernova (GEV) | 7.1 | $9.7M | -23% | 29k | 328.93 |
|
| Freeport-mcmoran CL B (FCX) | 6.9 | $9.4M | +3% | 247k | 38.08 |
|
| Constellium Se Cl A Shs (CSTM) | 6.7 | $9.1M | +61% | 887k | 10.27 |
|
| HudBay Minerals (HBM) | 6.6 | $8.9M | 1.1M | 8.10 |
|
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| Vishay Intertechnology (VSH) | 6.4 | $8.8M | -53% | 517k | 16.94 |
|
| Builders FirstSource (BLDR) | 5.8 | $8.0M | 56k | 142.93 |
|
|
| Materion Corporation (MTRN) | 5.8 | $7.9M | -2% | 80k | 98.88 |
|
| D.R. Horton (DHI) | 5.2 | $7.1M | 51k | 139.82 |
|
|
| Scorpio Tankers SHS (STNG) | 4.3 | $5.8M | 117k | 49.69 |
|
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| Nexgen Energy (NXE) | 2.7 | $3.7M | 565k | 6.60 |
|
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| Ardagh Metal Packaging S A SHS (AMBP) | 2.3 | $3.2M | NEW | 1.1M | 3.01 |
|
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 2.0 | $2.8M | 719k | 3.83 |
|
Past Filings by Mountaineer Partners Management
SEC 13F filings are viewable for Mountaineer Partners Management going back to 2018
- Mountaineer Partners Management 2024 Q4 filed Feb. 14, 2025
- Mountaineer Partners Management 2024 Q3 restated filed Nov. 15, 2024
- Mountaineer Partners Management 2024 Q1 filed May 15, 2024
- Mountaineer Partners Management 2023 Q4 filed Feb. 14, 2024
- Mountaineer Partners Management 2023 Q3 filed Nov. 14, 2023
- Mountaineer Partners Management 2023 Q2 filed Aug. 14, 2023
- Mountaineer Partners Management 2023 Q1 filed May 15, 2023
- Mountaineer Partners Management 2022 Q4 filed Feb. 14, 2023
- Mountaineer Partners Management 2022 Q3 filed Nov. 14, 2022
- Mountaineer Partners Management 2022 Q2 filed Aug. 15, 2022
- Mountaineer Partners Management 2022 Q1 filed May 16, 2022
- Mountaineer Partners Management 2021 Q4 filed Feb. 14, 2022
- Mountaineer Partners Management 2021 Q3 filed Nov. 15, 2021
- Mountaineer Partners Management 2021 Q2 filed Aug. 16, 2021
- Mountaineer Partners Management 2021 Q1 filed May 14, 2021
- Mountaineer Partners Management 2020 Q4 filed Feb. 12, 2021