13F-HR filed by Mountaineer Partners Management, LLC
Mountaineer Partners Management, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 14 holding rows worth $181,282,804.
- Accession
- 0000919574-23-004636
- Filer
- CIK 1730532
- Filed
- 2023-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 28 entries on the cover page, a total value of $181,282,804 stated on the cover page (in dollars after the unit check, H1), rows summing to $181,282,804 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VISHAY INTERTECHNOLOGY INC COM | 928298108 | Stock | 2,137,968 | $62,856,259 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 1,997,343 | $17,416,831 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 114,498 | $12,688,668 | dollars as filed | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 59,414 | $11,075,958 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 248,829 | $11,005,707 | dollars as filed | |
| SABRA HEALTH CARE REIT INC COM | 78573L106 | REIT | 860,208 | $10,124,649 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 247,876 | $9,915,040 | dollars as filed | |
| CONSTELLIUM SE | F21107101 | CL A SHS | 573,778 | $9,868,982 | dollars as filed | |
| OLIN CORP | 680665205 | COM PAR $1 | 170,904 | $8,782,756 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 66,015 | $8,671,731 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 234,339 | $7,951,123 | dollars as filed | |
| RPC INC | 749660106 | COMMON STOCK | 733,342 | $5,243,395 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 700,000 | $3,360,000 | dollars as filed | |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 492,931 | $2,321,705 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-23-004636 | this filing | 2023-08-14 | acceptance time not in the bulk data set |