Mountaineer Partners Management, LLC Top Holdings and 13F Report (2024) About Mountaineer Partners Management, LLCInvestment ActivityMountaineer Partners Management, LLC has $160.38 million in total holdings as of September 30, 2024.Mountaineer Partners Management, LLC owns shares of 15 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 22.72% of the portfolio was purchased this quarter.About 36.80% of the portfolio was sold this quarter.This quarter, Mountaineer Partners Management, LLC has purchased 16 new stocks and bought additional shares in 4 stocks.Mountaineer Partners Management, LLC sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Century Aluminum $22,849,097Vishay Intertechnology $20,844,077Freeport-McMoRan $11,933,126Entegris $11,044,594Builders FirstSource $10,831,927 Largest New Holdings this Quarter Builders FirstSource $10,831,927 HoldingGE VERNOVA INC $9,833,303 HoldingD.R. Horton $9,714,199 Holding Largest Purchases this Quarter Builders FirstSource 55,875 shares (about $10.83M)GE VERNOVA INC 38,565 shares (about $9.83M)D.R. Horton 50,921 shares (about $9.71M)Entegris 30,618 shares (about $3.45M)Century Aluminum 69,373 shares (about $1.13M) Largest Sales this Quarter Vishay Intertechnology 931,474 shares (about $17.61M)ATI 68,423 shares (about $4.58M)Materion 13,874 shares (about $1.55M)Hudbay Minerals 33,301 shares (about $306.04K)Freeport-McMoRan 6,099 shares (about $304.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMountaineer Partners Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCENXCentury Aluminum$22,849,097$1,125,924 ▲5.2%1,407,83114.2%Industrial ProductsVSHVishay Intertechnology$20,844,077$17,614,173 ▼-45.8%1,102,27813.0%Computer and TechnologyFCXFreeport-McMoRan$11,933,126$304,462 ▼-2.5%239,0457.4%Basic MaterialsENTGEntegris$11,044,594$3,445,443 ▲45.3%98,1486.9%Computer and TechnologyBLDRBuilders FirstSource$10,831,927$10,831,927 ▲New Holding55,8756.8%Retail/WholesaleAAAlcoa$10,795,880$693,938 ▲6.9%279,8316.7%Industrial ProductsHBMHudbay Minerals$10,323,605$306,036 ▼-2.9%1,123,3526.4%Basic MaterialsGE VERNOVA INC$9,833,303$9,833,303 ▲New Holding38,5656.1%COMDHID.R. Horton$9,714,199$9,714,199 ▲New Holding50,9216.1%ConstructionATIATI$9,410,891$4,578,183 ▼-32.7%140,6505.9%Basic MaterialsMTRNMaterion$9,147,463$1,551,946 ▼-14.5%81,7765.7%Basic MaterialsCSTMConstellium$8,928,919$786,415 ▲9.7%549,1345.6%Industrial ProductsSTNGScorpio Tankers$8,371,832$122,921 ▼-1.4%117,4175.2%TransportationNXENexGen Energy$3,686,231$94,750 ▼-2.5%564,5072.3%Basic MaterialsSJTSan Juan Basin Royalty Trust$2,660,500$69,841 ▼-2.6%719,0541.7%Oils/EnergyFANGDiamondback Energy$0$11,311,536 ▼-100.0%00.0%Oils/EnergyWFGWest Fraser Timber$0$9,412,174 ▼-100.0%00.0%Basic MaterialsOLNOlin$0$8,821,057 ▼-100.0%00.0%Basic MaterialsRIGTransocean$0$4,823,865 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
