Mountaineer Partners Management as of Dec. 31, 2024
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 | 648k | 18.22 | |
| Everus Constr Group (ECG) | 7.8 | $11M | 163k | 65.75 | |
| Allegheny Technologies Incorporated (ATI) | 7.4 | $10M | 183k | 55.04 | |
| Entegris (ENTG) | 7.2 | $9.9M | 100k | 99.06 | |
| Alcoa (AA) | 7.1 | $9.7M | 258k | 37.78 | |
| Ge Vernova (GEV) | 7.1 | $9.7M | 29k | 328.93 | |
| Freeport-mcmoran CL B (FCX) | 6.9 | $9.4M | 247k | 38.08 | |
| Constellium Se Cl A Shs (CSTM) | 6.7 | $9.1M | 887k | 10.27 | |
| HudBay Minerals (HBM) | 6.6 | $8.9M | 1.1M | 8.10 | |
| Vishay Intertechnology (VSH) | 6.4 | $8.8M | 517k | 16.94 | |
| Builders FirstSource (BLDR) | 5.8 | $8.0M | 56k | 142.93 | |
| Materion Corporation (MTRN) | 5.8 | $7.9M | 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 | |
| Nexgen Energy (NXE) | 2.7 | $3.7M | 565k | 6.60 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 2.3 | $3.2M | 1.1M | 3.01 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 2.0 | $2.8M | 719k | 3.83 |
