Mountaineer Partners Management as of Dec. 31, 2023
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vishay Intertechnology (VSH) | 25.9 | $51M | 2.1M | 23.97 | |
| Century Aluminum Company (CENX) | 14.0 | $28M | 2.3M | 12.14 | |
| Entegris (ENTG) | 7.1 | $14M | 116k | 119.82 | |
| Materion Corporation (MTRN) | 7.0 | $14M | 106k | 130.13 | |
| Freeport-mcmoran CL B (FCX) | 6.3 | $12M | 291k | 42.57 | |
| Constellium Se Cl A Shs (CSTM) | 6.2 | $12M | 610k | 19.96 | |
| Olin Corp Com Par $1 (OLN) | 5.9 | $12M | 215k | 53.95 | |
| Allegheny Technologies Incorporated (ATI) | 5.8 | $12M | 252k | 45.47 | |
| West Fraser Timb (WFG) | 5.4 | $11M | 125k | 85.57 | |
| Diamondback Energy (FANG) | 5.2 | $10M | 67k | 155.08 | |
| Alcoa (AA) | 4.2 | $8.2M | 240k | 34.00 | |
| Transocean Reg Shs (RIG) | 3.2 | $6.3M | 997k | 6.35 | |
| HudBay Minerals (HBM) | 2.0 | $4.0M | 718k | 5.52 | |
| Nexgen Energy (NXE) | 1.8 | $3.5M | 506k | 7.00 |
