13F HOLDINGS REPORT
Mountaineer Partners Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001213
Total Value
$136.6M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTURY ALUM CO | CENX | 543,174 | $9.9M | 7.25% |
| 2 | EVERUS CONSTR GROUP | EVEX-WT | 134,140 | $8.8M | 6.46% |
| 3 | ATI INC | ATI | 145,468 | $8.0M | 5.86% |
| 4 | ENTEGRIS INC | ENTG | 79,472 | $7.9M | 5.76% |
| 5 | ALCOA CORP | AA | 204,381 | $7.7M | 5.65% |
| 6 | GE VERNOVA INC | GEV | 23,375 | $7.7M | 5.63% |
| 7 | FREEPORT-MCMORAN INC | FCX | 196,308 | $7.5M | 5.47% |
| 8 | HUDBAY MINERALS INC | HBM | 888,346 | $7.2M | 5.27% |
| 9 | CONSTELLIUM SE | CSTM | 690,720 | $7.1M | 5.19% |
| 10 | VISHAY INTERTECHNOLOGY INC | VSH | 417,795 | $7.1M | 5.18% |
| 11 | BUILDERS FIRSTSOURCE INC | BLDR | 45,228 | $6.5M | 4.73% |
| 12 | MATERION CORP | MTRN | 62,056 | $6.1M | 4.49% |
| 13 | D R HORTON INC | 23331A109 | 39,476 | $5.5M | 4.04% |
| 14 | SCORPIO TANKERS INC | STNG | 89,538 | $4.4M | 3.26% |
| 15 | NEXGEN ENERGY LTD | NXE | 435,036 | $2.9M | 2.10% |
| 16 | ARDAGH METAL PACKAGING S A | AMPWF | 816,220 | $2.5M | 1.80% |
| 17 | SAN JUAN BASIN RTY TR | 798241105 | 550,627 | $2.1M | 1.54% |
| 18 | ATI INC | ATI | 37,202 | $2.0M | 1.50% |
| 19 | ENTEGRIS INC | ENTG | 20,388 | $2.0M | 1.48% |
| 20 | CONSTELLIUM SE | CSTM | 196,519 | $2.0M | 1.48% |
| 21 | ALCOA CORP | AA | 53,397 | $2.0M | 1.48% |
| 22 | GE VERNOVA INC | GEV | 5,998 | $2.0M | 1.44% |
| 23 | FREEPORT-MCMORAN INC | FCX | 50,532 | $1.9M | 1.41% |
| 24 | CENTURY ALUM CO | CENX | 104,671 | $1.9M | 1.40% |
| 25 | EVERUS CONSTR GROUP | EVEX-WT | 28,582 | $1.9M | 1.38% |
| 26 | HUDBAY MINERALS INC | HBM | 216,217 | $1.8M | 1.28% |
| 27 | MATERION CORP | MTRN | 17,686 | $1.7M | 1.28% |
| 28 | VISHAY INTERTECHNOLOGY INC | VSH | 98,775 | $1.7M | 1.23% |
| 29 | D R HORTON INC | 23331A109 | 11,539 | $1.6M | 1.18% |
| 30 | BUILDERS FIRSTSOURCE INC | BLDR | 10,647 | $1.5M | 1.11% |
| 31 | SCORPIO TANKERS INC | STNG | 27,879 | $1.4M | 1.01% |
| 32 | NEXGEN ENERGY LTD | NXE | 129,471 | $854,509 | 0.63% |
| 33 | ARDAGH METAL PACKAGING S A | AMPWF | 241,500 | $726,915 | 0.53% |
| 34 | SAN JUAN BASIN RTY TR | 798241105 | 168,427 | $645,075 | 0.47% |