Mountaineer Partners Management as of June 30, 2023
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vishay Intertechnology (VSH) | 34.7 | $63M | 2.1M | 29.40 | |
| Century Aluminum Company (CENX) | 9.6 | $17M | 2.0M | 8.72 | |
| Entegris (ENTG) | 7.0 | $13M | 115k | 110.82 | |
| Eagle Materials (EXP) | 6.1 | $11M | 59k | 186.42 | |
| Allegheny Technologies Incorporated (ATI) | 6.1 | $11M | 249k | 44.23 | |
| Sabra Health Care REIT (SBRA) | 5.6 | $10M | 860k | 11.77 | |
| Freeport-mcmoran CL B (FCX) | 5.5 | $9.9M | 248k | 40.00 | |
| Constellium Se Cl A Shs (CSTM) | 5.4 | $9.9M | 574k | 17.20 | |
| Olin Corp Com Par $1 (OLN) | 4.8 | $8.8M | 171k | 51.39 | |
| Diamondback Energy (FANG) | 4.8 | $8.7M | 66k | 131.36 | |
| Alcoa (AA) | 4.4 | $8.0M | 234k | 33.93 | |
| RPC (RES) | 2.9 | $5.2M | 733k | 7.15 | |
| HudBay Minerals (HBM) | 1.9 | $3.4M | 700k | 4.80 | |
| Nexgen Energy (NXE) | 1.3 | $2.3M | 493k | 4.71 |
