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13F-HR filed by Mountaineer Partners Management, LLC

Mountaineer Partners Management, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-15, with 13 holding rows worth $137,624,533.

Accession
0000919574-23-003182
Filed
2023-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 26 entries on the cover page, a total value of $137,624,533 stated on the cover page (in dollars after the unit check, H1), rows summing to $137,624,533 with VALUE read as dollars as filed, 13F file number 028-19269. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VISHAY INTERTECHNOLOGY INC COM928298108Stock2,161,731$48,898,356dollars as filed
CENTURY ALUM CO156431108COM1,103,201$11,032,010dollars as filed
SPIRIT AEROSYSTEMS HLDGS INC848574109COM CL A297,437$10,270,500dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock247,493$10,124,939dollars as filed
SABRA HEALTH CARE REIT INC COM78573L106REIT869,608$10,000,493dollars as filed
ALCOA CORP COM013872106Stock188,018$8,002,046dollars as filed
CONSTELLIUM SEF21107101CL A SHS497,355$7,599,585dollars as filed
OLIN CORP680665205COM PAR $1123,984$6,881,112dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock50,599$6,839,467dollars as filed
ENTEGRIS INC COM29362U104Stock82,596$6,773,698dollars as filed
RPC INC749660106COMMON STOCK733,342$5,639,400dollars as filed
HUDBAY MINERALS INC COM443628102Stock700,000$3,675,001dollars as filed
NEXGEN ENERGY LTD COM65340P106Stock492,931$1,887,926dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-23-003182this filing2023-05-15acceptance time not in the bulk data set