Mountaineer Partners Management as of Sept. 30, 2023
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 14 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vishay Intertechnology (VSH) | 33.2 | $52M | 2.1M | 24.72 | |
| Century Aluminum Company (CENX) | 9.4 | $15M | 2.0M | 7.19 | |
| Entegris (ENTG) | 7.0 | $11M | 117k | 93.91 | |
| Constellium Se Cl A Shs (CSTM) | 6.7 | $10M | 574k | 18.20 | |
| Diamondback Energy (FANG) | 6.6 | $10M | 67k | 154.88 | |
| Allegheny Technologies Incorporated (ATI) | 6.6 | $10M | 250k | 41.15 | |
| Freeport-mcmoran CL B (FCX) | 6.0 | $9.3M | 251k | 37.29 | |
| Olin Corp Com Par $1 (OLN) | 5.5 | $8.6M | 173k | 49.98 | |
| Transocean Reg Shs (RIG) | 5.2 | $8.1M | 984k | 8.21 | |
| Alcoa (AA) | 4.5 | $7.0M | 240k | 29.06 | |
| RPC (RES) | 4.3 | $6.7M | 752k | 8.94 | |
| HudBay Minerals (HBM) | 2.2 | $3.5M | 718k | 4.87 | |
| Nexgen Energy (NXE) | 1.9 | $3.0M | 506k | 5.97 | |
| West Fraser Timb (WFG) | 0.9 | $1.3M | 18k | 72.63 |
