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Latest Mountaineer Partners Management, LLC Stock Portfolio

$196Million

Equity Portfolio Value
Last Reported on: 14 Feb, 2024

About Mountaineer Partners Management, LLC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Mountaineer Partners Management, LLC reported an equity portfolio of $156 Millions as of 30 Sep, 2023.

The top stock holdings of Mountaineer Partners Management, LLC are VSH, CENX, ENTG. The fund has invested 33.2% of it's portfolio in VISHAY INTERTECHNOLOGY INC and 9.4% of portfolio in CENTURY ALUM CO.

The fund managers got completely rid off EAGLE MATLS INC (EXP) and SABRA HEALTH CARE REIT INC (SBRA) stocks. They significantly reduced their stock positions in VISHAY INTERTECHNOLOGY INC (VSH). Mountaineer Partners Management, LLC opened new stock positions in TRANSOCEAN LTD (RIG) and WEST FRASER TIMBER CO LTD. The fund showed a lot of confidence in some stocks as they added substantially to ALCOA CORP (AA), NEXGEN ENERGY LTD and RPC INC (RES).

New Buys

Ticker$ Bought
MATERION CORP13,767,800
New stocks bought by Mountaineer Partners Management, LLC

Additions

Ticker% Inc.
WEST FRASER TIMBER CO LTD584
OLIN CORP24.45
FREEPORT-MCMORAN INC16.15
CENTURY ALUM CO11.54
CONSTELLIUM SE6.25
VISHAY INTERTECHNOLOGY INC1.34
TRANSOCEAN LTD1.31
ATI INC0.75
Additions to existing portfolio by Mountaineer Partners Management, LLC

Reductions

Ticker% Reduced
ENTEGRIS INC-0.54
Mountaineer Partners Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
RPC INC-6,722,330
Mountaineer Partners Management, LLC got rid off the above stocks

Current Stock Holdings of Mountaineer Partners Management, LLC

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAALCOA CORP4.15240,3448,171,700UNCHANGED0.00
ATIATI INC5.82251,83911,451,100ADDED0.75
CENXCENTURY ALUM CO14.012,270,80027,567,600ADDED11.54
CSTMCONSTELLIUM SE6.19609,81012,171,800ADDED6.25
ENTGENTEGRIS INC7.06116,00513,899,700REDUCED-0.54
FANGDIAMONDBACK ENERGY INC5.2566,60310,328,800ADDED0.07
FCXFREEPORT-MCMORAN INC6.29290,92012,384,500ADDED16.15
HBMHUDBAY MINERALS INC2.01717,6923,961,660UNCHANGED0.00
MTRNMATERION CORP7.00105,80013,767,800NEW
NXENEXGEN ENERGY LTD1.80505,4823,538,370UNCHANGED0.00
OLNOLIN CORP5.89214,79811,588,400ADDED24.45
RESRPC INC0.000.000.00SOLD OFF-100
RIGTRANSOCEAN LTD3.22996,9876,330,870ADDED1.31
VSHVISHAY INTERTECHNOLOGY INC25.872,123,67050,904,300ADDED1.34
WFGWEST FRASER TIMBER CO LTD5.44125,00110,696,400ADDED584