13F HOLDINGS REPORT
Mountaineer Partners Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001219
Total Value
$105.3M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISHAY INTERTECHNOLOGY INC | VSH | 2,045,688 | $44.1M | 41.89% |
| 2 | HALLIBURTON CO | HAL | 205,885 | $8.1M | 7.69% |
| 3 | LEONARDO DRS INC | DRS | 516,933 | $6.6M | 6.27% |
| 4 | VALERO ENERGY CORP | VLO | 51,897 | $6.6M | 6.25% |
| 5 | FREEPORT-MCMORAN INC | FCX | 155,630 | $5.9M | 5.61% |
| 6 | CENTURY ALUM CO | CENX | 707,707 | $5.8M | 5.50% |
| 7 | RPC INC | RES | 538,620 | $4.8M | 4.55% |
| 8 | ATI INC | ATI | 144,146 | $4.3M | 4.09% |
| 9 | HALLIBURTON CO | HAL | 62,185 | $2.4M | 2.32% |
| 10 | LEONARDO DRS INC | DRS | 186,232 | $2.4M | 2.26% |
| 11 | VISHAY INTERTECHNOLOGY INC | VSH | 107,740 | $2.3M | 2.21% |
| 12 | VALERO ENERGY CORP | VLO | 17,984 | $2.3M | 2.17% |
| 13 | FREEPORT-MCMORAN INC | FCX | 56,305 | $2.1M | 2.03% |
| 14 | CENTURY ALUM CO | CENX | 255,611 | $2.1M | 1.99% |
| 15 | RPC INC | RES | 194,722 | $1.7M | 1.64% |
| 16 | NEXGEN ENERGY LTD | NXE | 361,501 | $1.6M | 1.52% |
| 17 | ATI INC | ATI | 51,443 | $1.5M | 1.46% |
| 18 | NEXGEN ENERGY LTD | NXE | 131,430 | $582,235 | 0.55% |