Mountaineer Partners Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$136.6B
Holdings
17
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CENXCENTURY ALUM CO | 647,845 | $11.8B | 8.64% | |
| 2 | ECGEVERUS CONSTR GROUP | 162,722 | $10.7B | 7.83% | |
| 3 | ATDATI INC | 182,670 | $10.1B | 7.36% | |
| 4 | ENQENTEGRIS INC | 99,860 | $9.9B | 7.24% | |
| 5 | AAALCOA CORP | 257,778 | $9.7B | 7.13% | |
| 6 | GEVGE VERNOVA INC | 29,373 | $9.7B | 7.07% | |
| 7 | FCXFREEPORT-MCMORAN INC | 246,840 | $9.4B | 6.88% | |
| 8 | CSTMCONSTELLIUM SE | 887,239 | $9.1B | 6.67% | |
| 9 | HBMHUDBAY MINERALS INC | 1,104,563 | $8.9B | 6.55% | |
| 10 | VSHVISHAY INTERTECHNOLOGY INC | 516,570 | $8.8B | 6.41% | |
| 11 | BLDRBUILDERS FIRSTSOURCE INC | 55,875 | $8.0B | 5.85% | |
| 12 | MTRNMATERION CORP | 79,742 | $7.9B | 5.77% | |
| 13 | DHID R HORTON INC | 51,015 | $7.1B | 5.22% | |
| 14 | STNGSCORPIO TANKERS INC | 117,417 | $5.8B | 4.27% | |
| 15 | NXENEXGEN ENERGY LTD | 564,507 | $3.7B | 2.73% | |
| 16 | AMBPARDAGH METAL PACKAGING S A | 1,057,720 | $3.2B | 2.33% | |
| 17 | SJTSAN JUAN BASIN RTY TR | 719,054 | $2.8B | 2.02% |