Mountaineer Partners Management, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Mountaineer Partners Management, LLC disclosed 15 US equity positions worth $160.4m in its Q3 2024 13F filing. The largest position was CENX at 14.2% of the reported book, followed by VSH and FCX.
What did Mountaineer Partners Management, LLC own in Q3 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CENX CENTURY ALUM CO | Basic Materials | 14.2% | $22.8m | 1,407,831 | – | |
| 2 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 13.0% | $20.8m | 1,102,278 | – | |
| 3 | FCX FREEPORT-MCMORAN INC | Basic Materials | 7.4% | $11.9m | 239,045 | – | |
| 4 | ENTG ENTEGRIS INC | Technology | 6.9% | $11.0m | 98,148 | – | |
| 5 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 6.8% | $10.8m | 55,875 | – | |
| 6 | AA ALCOA CORP | Basic Materials | 6.7% | $10.8m | 279,831 | – | |
| 7 | HBM HUDBAY MINERALS INC | Basic Materials | 6.4% | $10.3m | 1,123,352 | – | |
| 8 | GEV GE VERNOVA INC | Industrials | 6.1% | $9.8m | 38,565 | – | |
| 9 | DHI D R HORTON INC | Consumer Cyclical | 6.1% | $9.7m | 50,921 | – | |
| 10 | ATI ATI INC | Industrials | 5.9% | $9.4m | 140,650 | – | |
| 11 | MTRN MATERION CORP | Basic Materials | 5.7% | $9.1m | 81,776 | – | |
| 12 | CSTM CONSTELLIUM SE | Basic Materials | 5.6% | $8.9m | 549,134 | – | |
| 13 | STNG SCORPIO TANKERS INC | Energy | 5.2% | $8.4m | 117,417 | – | |
| 14 | NXE NEXGEN ENERGY LTD | Energy | 2.3% | $3.7m | 564,507 | – | |
| 15 | SAN JUAN BASIN RTY TR | 1.7% | $2.7m | 719,054 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.