Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VISHAY INTERTECHNOLOGY INC | 2,123,668 | +28,150 | $50,904 |
VSH | 2,123,668 | +28,150 | $50,904 |
CENTURY ALUM CO | 2,270,805 | +234,937 | $27,568 |
CENX | 2,270,805 | +234,937 | $27,568 |
ENTEGRIS INC | 116,005 | -635 | $13,900 |
ENTG | 116,005 | -635 | $13,900 |
MATERION CORP | 105,800 | +105,800 | $13,768 |
MTRN | 105,800 | +105,800 | $13,768 |
FREEPORT MCMORAN INC | 290,920 | +40,459 | $12,384 |
FCX | 290,920 | +40,459 | $12,384 |
CONSTELLIUM SE | 609,810 | +35,861 | $12,172 |
CSTM | 609,810 | +35,861 | $12,172 |
OLIN CORP | 214,798 | +42,203 | $11,588 |
OLN | 214,798 | +42,203 | $11,588 |
ATI INC | 251,839 | +1,879 | $11,451 |
ATI | 251,839 | +1,879 | $11,451 |
WEST FRASER TIMBER CO LTD | 125,001 | +106,732 | $10,696 |
WFG | 125,001 | +106,732 | $10,696 |
DIAMONDBACK ENERGY INC | 66,603 | +46 | $10,329 |
FANG | 66,603 | +46 | $10,329 |
ALCOA CORP | 240,344 | UNCH | $8,172 |
AA | 240,344 | UNCH | $8,172 |
TRANSOCEAN LTD | 996,987 | +12,938 | $6,331 |
RIG | 996,987 | +12,938 | $6,331 |
HUDBAY MINERALS INC | 717,692 | UNCH | $3,962 |
HBM | 717,692 | UNCH | $3,962 |
See Full List: All Stocks Held By Mountaineer Partners Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Mountaineer Partners Management LLC
Size ($ in 1000's)
At 12/31/2023: $196,763 At 09/30/2023: $156,024 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 |