13F HOLDINGS REPORT
Mountaineer Partners Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003166
Total Value
$104.5M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTURY ALUM CO | CENX | 543,174 | $10.1M | 9.65% |
| 2 | VISHAY INTERTECHNOLOGY INC | VSH | 551,033 | $8.8M | 8.38% |
| 3 | FREEPORT-MCMORAN INC | FCX | 205,826 | $7.8M | 7.46% |
| 4 | ATI INC | ATI | 145,468 | $7.6M | 7.24% |
| 5 | HUDBAY MINERALS INC | HBM | 928,580 | $7.0M | 6.74% |
| 6 | ENTEGRIS INC | ENTG | 79,472 | $7.0M | 6.65% |
| 7 | EVERUS CONSTR GROUP | EVEX-WT | 178,327 | $6.6M | 6.33% |
| 8 | ALCOA CORP | AA | 210,751 | $6.4M | 6.15% |
| 9 | BUILDERS FIRSTSOURCE INC | BLDR | 47,248 | $5.9M | 5.65% |
| 10 | D R HORTON INC | 23331A109 | 41,138 | $5.2M | 5.00% |
| 11 | CONSTELLIUM SE | CSTM | 412,571 | $4.2M | 3.98% |
| 12 | SAN JUAN BASIN RTY TR | 798241105 | 550,627 | $3.0M | 2.91% |
| 13 | ARDAGH METAL PACKAGING S A | AMPWF | 816,220 | $2.5M | 2.36% |
| 14 | NEXGEN ENERGY LTD | NXE | 435,036 | $2.0M | 1.87% |
| 15 | ATI INC | ATI | 35,907 | $1.9M | 1.79% |
| 16 | EVERUS CONSTR GROUP | EVEX-WT | 48,530 | $1.8M | 1.72% |
| 17 | CENTURY ALUM CO | CENX | 96,199 | $1.8M | 1.71% |
| 18 | HUDBAY MINERALS INC | HBM | 232,475 | $1.8M | 1.69% |
| 19 | VISHAY INTERTECHNOLOGY INC | VSH | 108,445 | $1.7M | 1.65% |
| 20 | FREEPORT-MCMORAN INC | FCX | 44,732 | $1.7M | 1.62% |
| 21 | ALCOA CORP | AA | 55,214 | $1.7M | 1.61% |
| 22 | ENTEGRIS INC | ENTG | 19,057 | $1.7M | 1.60% |
| 23 | D R HORTON INC | 23331A109 | 12,517 | $1.6M | 1.52% |
| 24 | BUILDERS FIRSTSOURCE INC | BLDR | 10,963 | $1.4M | 1.31% |
| 25 | CONSTELLIUM SE | CSTM | 129,497 | $1.3M | 1.25% |
| 26 | SAN JUAN BASIN RTY TR | 798241105 | 168,427 | $931,401 | 0.89% |
| 27 | ARDAGH METAL PACKAGING S A | AMPWF | 241,500 | $729,330 | 0.70% |
| 28 | NEXGEN ENERGY LTD | NXE | 129,471 | $581,325 | 0.56% |