Mountaineer Partners Management as of Sept. 30, 2024
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 15 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Century Aluminum Company (CENX) | 14.2 | $23M | 1.4M | 16.23 | |
| Vishay Intertechnology (VSH) | 13.0 | $21M | 1.1M | 18.91 | |
| Freeport-mcmoran CL B (FCX) | 7.4 | $12M | 239k | 49.92 | |
| Entegris (ENTG) | 6.9 | $11M | 98k | 112.53 | |
| Builders FirstSource (BLDR) | 6.8 | $11M | 56k | 193.86 | |
| Alcoa (AA) | 6.7 | $11M | 280k | 38.58 | |
| HudBay Minerals (HBM) | 6.4 | $10M | 1.1M | 9.19 | |
| Ge Vernova (GEV) | 6.1 | $9.8M | 39k | 254.98 | |
| D.R. Horton (DHI) | 6.1 | $9.7M | 51k | 190.77 | |
| Allegheny Technologies Incorporated (ATI) | 5.9 | $9.4M | 141k | 66.91 | |
| Materion Corporation (MTRN) | 5.7 | $9.1M | 82k | 111.86 | |
| Constellium Se Cl A Shs (CSTM) | 5.6 | $8.9M | 549k | 16.26 | |
| Scorpio Tankers SHS (STNG) | 5.2 | $8.4M | 117k | 71.30 | |
| Nexgen Energy (NXE) | 2.3 | $3.7M | 565k | 6.53 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 1.7 | $2.7M | 719k | 3.70 |
