Mountaineer Partners Management as of June 30, 2020
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 13 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clearway Energy CL C (CWEN) | 22.9 | $17M | 739k | 23.06 | |
| Norbord Com New | 10.5 | $7.8M | 344k | 22.82 | |
| PG&E Corporation (PCG) | 9.3 | $6.9M | 781k | 8.87 | |
| D.R. Horton (DHI) | 8.1 | $6.0M | 109k | 55.45 | |
| Builders FirstSource (BLDR) | 7.5 | $5.6M | 269k | 20.70 | |
| Rush Enterprises Cl A (RUSHA) | 7.2 | $5.4M | 130k | 41.46 | |
| Vishay Intertechnology (VSH) | 7.0 | $5.2M | 343k | 15.27 | |
| Ingevity (NGVT) | 6.3 | $4.7M | 90k | 52.58 | |
| Vulcan Materials Company (VMC) | 5.7 | $4.3M | 37k | 115.87 | |
| Bwx Technologies (BWXT) | 5.0 | $3.7M | 66k | 56.64 | |
| Allegheny Technologies Incorporated (ATI) | 4.5 | $3.4M | 330k | 10.19 | |
| Constellium Se Cl A Shs (CSTM) | 4.2 | $3.1M | 407k | 7.68 | |
| Clearway Energy Cl A (CWEN.A) | 1.7 | $1.2M | 59k | 20.98 |
