Mountaineer Partners Management as of Sept. 30, 2019
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 13 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bwx Technologies (BWXT) | 12.8 | $13M | 223k | 57.21 | |
| Clearway Energy Inc cl c (CWEN) | 11.4 | $11M | 619k | 18.25 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 10.5 | $11M | 120k | 87.16 | |
| Constellium Holdco B V cl a | 8.8 | $8.8M | 690k | 12.71 | |
| Lyon William Homes cl a | 8.4 | $8.4M | 412k | 20.36 | |
| Vishay Intertechnology (VSH) | 7.8 | $7.7M | 457k | 16.93 | |
| Builders FirstSource (BLDR) | 7.6 | $7.5M | 366k | 20.58 | |
| Allegheny Technologies Incorporated (ATI) | 7.5 | $7.4M | 366k | 20.25 | |
| Ingevity (NGVT) | 6.7 | $6.7M | 78k | 84.84 | |
| Wyndham Hotels And Resorts (WH) | 6.6 | $6.5M | 126k | 51.73 | |
| Tyson Foods (TSN) | 6.1 | $6.0M | 70k | 86.13 | |
| Norbord | 4.2 | $4.2M | 175k | 23.98 | |
| Clearway Energy Inc cl a (CWEN.A) | 1.6 | $1.6M | 165k | 9.66 |
