Mountaineer Partners Management as of March 31, 2024
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 16 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vishay Intertechnology (VSH) | 22.7 | $49M | 2.2M | 22.68 | |
| Century Aluminum Company (CENX) | 15.2 | $33M | 2.1M | 15.39 | |
| Materion Corporation (MTRN) | 6.1 | $13M | 100k | 131.75 | |
| Freeport-mcmoran CL B (FCX) | 6.0 | $13M | 276k | 47.02 | |
| Diamondback Energy (FANG) | 5.7 | $12M | 62k | 198.17 | |
| Constellium Se Cl A Shs (CSTM) | 5.7 | $12M | 554k | 22.11 | |
| Allegheny Technologies Incorporated (ATI) | 5.6 | $12M | 236k | 51.17 | |
| Olin Corp Com Par $1 (OLN) | 5.5 | $12M | 203k | 58.80 | |
| West Fraser Timb (WFG) | 4.7 | $10M | 118k | 86.38 | |
| Entegris (ENTG) | 4.7 | $10M | 72k | 140.54 | |
| Scorpio Tankers SHS (STNG) | 4.2 | $9.1M | 127k | 71.55 | |
| HudBay Minerals (HBM) | 4.2 | $9.0M | 1.3M | 7.00 | |
| Alcoa (AA) | 3.5 | $7.6M | 226k | 33.79 | |
| Transocean Registered Shs (RIG) | 2.7 | $5.9M | 936k | 6.28 | |
| Nexgen Energy (NXE) | 1.8 | $3.9M | 506k | 7.77 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 1.8 | $3.8M | 720k | 5.29 |
