Mountaineer Partners Management as of Sept. 30, 2021
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 16 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vishay Intertechnology (VSH) | 8.5 | $13M | 650k | 20.09 | |
| Viper Energy Partners Com Unt Rp Int | 8.2 | $13M | 572k | 21.85 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 8.0 | $12M | 276k | 44.19 | |
| Olin Corp Com Par $1 (OLN) | 7.5 | $11M | 237k | 48.25 | |
| Constellium Se Cl A Shs (CSTM) | 7.4 | $11M | 607k | 18.78 | |
| Bausch Health Companies (BHC) | 7.1 | $11M | 390k | 27.85 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 6.9 | $11M | 1.1M | 9.96 | |
| Bwx Technologies (BWXT) | 6.8 | $10M | 193k | 53.86 | |
| Eagle Materials (EXP) | 6.6 | $10M | 78k | 131.15 | |
| Caleres (CAL) | 6.3 | $9.6M | 431k | 22.21 | |
| Allegheny Technologies Incorporated (ATI) | 6.1 | $9.4M | 562k | 16.63 | |
| Kirby Corporation (KEX) | 5.6 | $8.6M | 179k | 47.96 | |
| CF Industries Holdings (CF) | 4.9 | $7.5M | 135k | 55.83 | |
| Air Transport Services (ATSG) | 4.8 | $7.3M | 284k | 25.81 | |
| Prog Holdings Com Npv (PRG) | 3.8 | $5.8M | 139k | 42.01 | |
| Nexgen Energy (NXE) | 1.6 | $2.4M | 505k | 4.74 |
