Mountaineer Partners Management as of March 31, 2025
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Century Aluminum Company (CENX) | 11.4 | $12M | 639k | 18.56 | |
| Vishay Intertechnology (VSH) | 10.0 | $11M | 660k | 15.90 | |
| Freeport-mcmoran CL B (FCX) | 9.1 | $9.5M | 251k | 37.86 | |
| Allegheny Technologies Incorporated (ATI) | 9.0 | $9.4M | 181k | 52.03 | |
| HudBay Minerals (HBM) | 8.4 | $8.8M | 1.2M | 7.59 | |
| Entegris (ENTG) | 8.2 | $8.6M | 99k | 87.48 | |
| Everus Constr Group (ECG) | 8.1 | $8.4M | 227k | 37.09 | |
| Alcoa (AA) | 7.8 | $8.1M | 266k | 30.50 | |
| Builders FirstSource (BLDR) | 7.0 | $7.3M | 58k | 124.94 | |
| D.R. Horton (DHI) | 6.5 | $6.8M | 54k | 127.13 | |
| Constellium Se Cl A Shs (CSTM) | 5.2 | $5.5M | 542k | 10.09 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 3.8 | $4.0M | 719k | 5.53 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 3.1 | $3.2M | 1.1M | 3.02 | |
| Nexgen Energy (NXE) | 2.4 | $2.5M | 565k | 4.49 |
