13F HOLDINGS REPORT
Mountaineer Partners Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006445
Total Value
$6.6M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTURY ALUM CO | CENX | 20,636,104 | $1.3M | 19.36% |
| 2 | VISHAY INTERTECHNOLOGY INC | VSH | 18,889,672 | $998,925 | 15.21% |
| 3 | HUDBAY MINERALS INC | HBM | 8,163,900 | $888,346 | 13.52% |
| 4 | SAN JUAN BASIN RTY TR | 798241105 | 2,037,320 | $550,627 | 8.38% |
| 5 | NEXGEN ENERGY LTD | NXE | 2,840,785 | $435,036 | 6.62% |
| 6 | CONSTELLIUM SE | CSTM | 6,878,972 | $423,061 | 6.44% |
| 7 | HUDBAY MINERALS INC | HBM | 2,159,705 | $235,006 | 3.58% |
| 8 | ALCOA CORP | AA | 8,616,959 | $223,353 | 3.40% |
| 9 | FREEPORT-MCMORAN INC | FCX | 9,799,695 | $196,308 | 2.99% |
| 10 | SAN JUAN BASIN RTY TR | 798241105 | 623,180 | $168,427 | 2.56% |
| 11 | CENTURY ALUM CO | CENX | 2,212,993 | $136,352 | 2.08% |
| 12 | NEXGEN ENERGY LTD | NXE | 845,446 | $129,471 | 1.97% |
| 13 | CONSTELLIUM SE | CSTM | 2,049,947 | $126,073 | 1.92% |
| 14 | ATI INC | ATI | 7,225,343 | $107,986 | 1.64% |
| 15 | VISHAY INTERTECHNOLOGY INC | VSH | 1,954,405 | $103,353 | 1.57% |
| 16 | SCORPIO TANKERS INC | STNG | 6,384,059 | $89,538 | 1.36% |
| 17 | ENTEGRIS INC | ENTG | 8,963,352 | $79,653 | 1.21% |
| 18 | MATERION CORP | MTRN | 6,941,584 | $62,056 | 0.94% |
| 19 | ALCOA CORP | AA | 2,178,921 | $56,478 | 0.86% |
| 20 | BUILDERS FIRSTSOURCE INC | BLDR | 8,767,900 | $45,228 | 0.69% |
| 21 | FREEPORT-MCMORAN INC | FCX | 2,133,431 | $42,737 | 0.65% |
| 22 | D R HORTON INC | 23331A109 | 7,658,843 | $40,147 | 0.61% |
| 23 | ATI INC | ATI | 2,185,548 | $32,664 | 0.50% |
| 24 | GE VERNOVA INC | GEV | 7,658,324 | $30,035 | 0.46% |
| 25 | SCORPIO TANKERS INC | STNG | 1,987,773 | $27,879 | 0.42% |
| 26 | MATERION CORP | MTRN | 2,205,879 | $19,720 | 0.30% |
| 27 | ENTEGRIS INC | ENTG | 2,081,242 | $18,495 | 0.28% |
| 28 | D R HORTON INC | 23331A109 | 2,055,356 | $10,774 | 0.16% |
| 29 | BUILDERS FIRSTSOURCE INC | BLDR | 2,064,027 | $10,647 | 0.16% |
| 30 | GE VERNOVA INC | GEV | 2,174,979 | $8,530 | 0.13% |