Mountaineer Partners Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$104.5B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CENXCENTURY ALUM CO | 639,373 | $11.9B | 11.36% | |
| 2 | VSHVISHAY INTERTECHNOLOGY INC | 659,478 | $10.5B | 10.03% | |
| 3 | FCXFREEPORT-MCMORAN INC | 250,558 | $9.5B | 9.08% | |
| 4 | ATDATI INC | 181,375 | $9.4B | 9.03% | |
| 5 | HBMHUDBAY MINERALS INC | 1,161,055 | $8.8B | 8.43% | |
| 6 | ENQENTEGRIS INC | 98,529 | $8.6B | 8.25% | |
| 7 | ECGEVERUS CONSTR GROUP | 226,857 | $8.4B | 8.05% | |
| 8 | AAALCOA CORP | 265,965 | $8.1B | 7.76% | |
| 9 | BLDRBUILDERS FIRSTSOURCE INC | 58,211 | $7.3B | 6.96% | |
| 10 | DHID R HORTON INC | 53,655 | $6.8B | 6.53% | |
| 11 | CSTMCONSTELLIUM SE | 542,068 | $5.5B | 5.23% | |
| 12 | SJTSAN JUAN BASIN RTY TR | 719,054 | $4.0B | 3.81% | |
| 13 | AMBPARDAGH METAL PACKAGING S A | 1,057,720 | $3.2B | 3.06% | |
| 14 | NXENEXGEN ENERGY LTD | 564,507 | $2.5B | 2.43% |