13F HOLDINGS REPORT (Amended)
Mountaineer Partners Management, LLC
Quarter ended Q3 2024 · Filed November 15, 2024 · Accession 0000919574-24-006813
Total Value
$160.4M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTURY ALUM CO | CENX | 1,271,479 | $20.6M | 12.87% |
| 2 | VISHAY INTERTECHNOLOGY INC | VSH | 998,925 | $18.9M | 11.78% |
| 3 | FREEPORT-MCMORAN INC | FCX | 196,308 | $9.8M | 6.11% |
| 4 | ENTEGRIS INC | ENTG | 79,653 | $9.0M | 5.59% |
| 5 | BUILDERS FIRSTSOURCE INC | BLDR | 45,228 | $8.8M | 5.47% |
| 6 | ALCOA CORP | AA | 223,353 | $8.6M | 5.37% |
| 7 | HUDBAY MINERALS INC | HBM | 888,346 | $8.2M | 5.09% |
| 8 | D R HORTON INC | 23331A109 | 40,147 | $7.7M | 4.78% |
| 9 | GE VERNOVA INC | GEV | 30,035 | $7.7M | 4.78% |
| 10 | ATI INC | ATI | 107,986 | $7.2M | 4.51% |
| 11 | MATERION CORP | MTRN | 62,056 | $6.9M | 4.33% |
| 12 | CONSTELLIUM SE | CSTM | 423,061 | $6.9M | 4.29% |
| 13 | SCORPIO TANKERS INC | STNG | 89,538 | $6.4M | 3.98% |
| 14 | NEXGEN ENERGY LTD | NXE | 435,036 | $2.8M | 1.77% |
| 15 | CENTURY ALUM CO | CENX | 136,352 | $2.2M | 1.38% |
| 16 | MATERION CORP | MTRN | 19,720 | $2.2M | 1.38% |
| 17 | ATI INC | ATI | 32,664 | $2.2M | 1.36% |
| 18 | ALCOA CORP | AA | 56,478 | $2.2M | 1.36% |
| 19 | GE VERNOVA INC | GEV | 8,530 | $2.2M | 1.36% |
| 20 | HUDBAY MINERALS INC | HBM | 235,006 | $2.2M | 1.35% |
| 21 | FREEPORT-MCMORAN INC | FCX | 42,737 | $2.1M | 1.33% |
| 22 | ENTEGRIS INC | ENTG | 18,495 | $2.1M | 1.30% |
| 23 | BUILDERS FIRSTSOURCE INC | BLDR | 10,647 | $2.1M | 1.29% |
| 24 | D R HORTON INC | 23331A109 | 10,774 | $2.1M | 1.28% |
| 25 | CONSTELLIUM SE | CSTM | 126,073 | $2.0M | 1.28% |
| 26 | SAN JUAN BASIN RTY TR | 798241105 | 550,627 | $2.0M | 1.27% |
| 27 | SCORPIO TANKERS INC | STNG | 27,879 | $2.0M | 1.24% |
| 28 | VISHAY INTERTECHNOLOGY INC | VSH | 103,353 | $2.0M | 1.22% |
| 29 | NEXGEN ENERGY LTD | NXE | 129,471 | $845,446 | 0.53% |
| 30 | SAN JUAN BASIN RTY TR | 798241105 | 168,427 | $623,180 | 0.39% |