Mountaineer Partners Management, LLC Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Mountaineer Partners Management, LLCInvestment ActivityMountaineer Partners Management, LLC has $216.61 million in total holdings as of March 31, 2024.Mountaineer Partners Management, LLC owns shares of 16 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.27% of the portfolio was purchased this quarter.About 6.78% of the portfolio was sold this quarter.This quarter, Mountaineer Partners Management, LLC has purchased 14 new stocks and bought additional shares in 2 stocks.Mountaineer Partners Management, LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vishay Intertechnology $49,190,108Century Aluminum $32,966,966Materion $13,197,530Freeport-McMoRan $12,953,399Diamondback Energy $12,255,031 Largest New Holdings this Quarter Scorpio Tankers $9,079,910 HoldingSan Juan Basin Royalty Trust $3,808,800 Holding Largest Purchases this Quarter Scorpio Tankers 126,903 shares (about $9.08M)Hudbay Minerals 572,434 shares (about $4.01M)San Juan Basin Royalty Trust 720,000 shares (about $3.81M)Vishay Intertechnology 45,208 shares (about $1.03M) Largest Sales this Quarter Entegris 43,600 shares (about $6.13M)Century Aluminum 128,702 shares (about $1.98M)Constellium 55,768 shares (about $1.23M)Diamondback Energy 4,762 shares (about $943.69K)ATI 15,443 shares (about $790.22K) 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 PortfolioSectorVSHVishay Intertechnology$49,190,108$1,025,317 ▲2.1%2,168,87622.7%Computer and TechnologyCENXCentury Aluminum$32,966,966$1,980,724 ▼-5.7%2,142,10315.2%Industrial ProductsMTRNMaterion$13,197,530$741,621 ▼-5.3%100,1716.1%Basic MaterialsFCXFreeport-McMoRan$12,953,399$725,660 ▼-5.3%275,4876.0%Basic MaterialsFANGDiamondback Energy$12,255,031$943,686 ▼-7.1%61,8415.7%Oils/EnergyCSTMConstellium$12,249,869$1,233,031 ▼-9.1%554,0425.7%Industrial ProductsATIATI$12,096,383$790,218 ▼-6.1%236,3965.6%Basic MaterialsOLNOlin$11,959,332$670,790 ▼-5.3%203,3905.5%Basic MaterialsWFGWest Fraser Timber$10,218,969$578,753 ▼-5.4%118,3014.7%Basic MaterialsENTGEntegris$10,175,799$6,127,544 ▼-37.6%72,4054.7%Computer and TechnologySTNGScorpio Tankers$9,079,910$9,079,910 ▲New Holding126,9034.2%TransportationHBMHudbay Minerals$9,030,882$4,007,038 ▲79.8%1,290,1264.2%Basic MaterialsAAAlcoa$7,621,301$499,923 ▼-6.2%225,5493.5%Industrial ProductsRIGTransocean$5,876,064$385,014 ▼-6.1%935,6792.7%Oils/EnergyNXENexGen Energy$3,927,5950.0%505,4821.8%Basic MaterialsSJTSan Juan Basin Royalty Trust$3,808,800$3,808,800 ▲New Holding720,0001.8%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial 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.
