HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VISHAY INTERTECHNOLOGY INC |
2,137,968 | -23,763 | $62,856 |
| VSH | 2,137,968 | -23,763 | $62,856 |
| CENTURY ALUM CO |
1,997,343 | +894,142 | $17,417 |
| CENX | 1,997,343 | +894,142 | $17,417 |
| ENTEGRIS INC |
114,498 | +31,902 | $12,689 |
| ENTG | 114,498 | +31,902 | $12,689 |
| EAGLE MATLS INC |
59,414 | +59,414 | $11,076 |
| EXP | 59,414 | +59,414 | $11,076 |
| ATI INC |
248,829 | +248,829 | $11,006 |
| ATI | 248,829 | +248,829 | $11,006 |
| SABRA HEALTH CARE REIT INC |
860,208 | -9,400 | $10,125 |
| SBRA | 860,208 | -9,400 | $10,125 |
| FREEPORT MCMORAN INC |
247,876 | +383 | $9,915 |
| FCX | 247,876 | +383 | $9,915 |
| CONSTELLIUM SE |
573,778 | +76,423 | $9,869 |
| CSTM | 573,778 | +76,423 | $9,869 |
| OLIN CORP |
170,904 | +46,920 | $8,783 |
| OLN | 170,904 | +46,920 | $8,783 |
| DIAMONDBACK ENERGY INC |
66,015 | +15,416 | $8,672 |
| FANG | 66,015 | +15,416 | $8,672 |
| ALCOA CORP |
234,339 | +46,321 | $7,951 |
| AA | 234,339 | +46,321 | $7,951 |
| RPC INC |
733,342 | UNCH | $5,243 |
| RES | 733,342 | UNCH | $5,243 |
| HUDBAY MINERALS INC |
700,000 | UNCH | $3,360 |
| HBM | 700,000 | UNCH | $3,360 |
| NEXGEN ENERGY LTD |
492,931 | +0 | $2,322 |
| NXE | 492,931 | UNCH | $2,322 |
 SPIRIT AEROSYSTEMS HLDGS INC |
0 | -297,437 | $0 (exited) |
| SPR | 0 | -297,437 | $0 |
See Summary: Mountaineer Partners Management LLC Top Holdings
See Details: Top 10 Stocks Held By Mountaineer Partners Management LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| EXP | +59,414 | +$11,076 |
| ATI | +248,829 | +$11,006 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| SPR | -297,437 | -$10,270 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| CENX | +894,142 | +$6,385 |
| CSTM | +76,423 | +$2,269 |
| OLN | +46,920 | +$1,902 |
| AA | +46,321 | -$51 |
| ENTG | +31,902 | +$5,915 |
| FANG | +15,416 | +$1,833 |
| FCX | +383 | -$210 |
| RES | UNCH | -$396 |
| HBM | UNCH | -$315 |
| NXE | UNCH | +$434 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| VSH | -23,763 | +$13,958 |
| SBRA | -9,400 | +$125 |
|
Size ($ in 1000's)
At 06/30/2023: $181,284 At 03/31/2023: $137,623 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 |
