HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VISHAY INTERTECHNOLOGY INC |
2,161,731 | +8,303 | $48,898 |
| VSH | 2,161,731 | +8,303 | $48,898 |
| CENTURY ALUM CO |
1,103,201 | +139,883 | $11,032 |
| CENX | 1,103,201 | +139,883 | $11,032 |
| SPIRIT AEROSYSTEMS HLDGS INC |
297,437 | +297,437 | $10,270 |
| SPR | 297,437 | +297,437 | $10,270 |
| FREEPORT MCMORAN INC |
247,493 | +35,558 | $10,125 |
| FCX | 247,493 | +35,558 | $10,125 |
| SABRA HEALTH CARE REIT INC |
869,608 | +869,608 | $10,000 |
| SBRA | 869,608 | +869,608 | $10,000 |
| ALCOA CORP |
188,018 | +188,018 | $8,002 |
| AA | 188,018 | +188,018 | $8,002 |
| CONSTELLIUM SE |
497,355 | +497,355 | $7,600 |
| CSTM | 497,355 | +497,355 | $7,600 |
| OLIN CORP |
123,984 | +123,984 | $6,881 |
| OLN | 123,984 | +123,984 | $6,881 |
| DIAMONDBACK ENERGY INC |
50,599 | +50,599 | $6,839 |
| FANG | 50,599 | +50,599 | $6,839 |
| ENTEGRIS INC |
82,596 | +82,596 | $6,774 |
| ENTG | 82,596 | +82,596 | $6,774 |
| RPC INC |
733,342 | UNCH | $5,639 |
| RES | 733,342 | UNCH | $5,639 |
| HUDBAY MINERALS INC |
700,000 | +700,000 | $3,675 |
| HBM | 700,000 | +700,000 | $3,675 |
See Full List: All Stocks Held By Mountaineer Partners Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Mountaineer Partners Management LLC
|
Size ($ in 1000's)
At 03/31/2023: $137,623 At 12/31/2022: $105,326 Mountaineer Partners Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mountaineer Partners Management LLC 13F filings. Link to 13F filings: SEC filings |
