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13F-HR filed by Mountaineer Partners Management, LLC

Mountaineer Partners Management, LLC filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-14, with 14 holding rows worth $156,024,308.

Accession
0000919574-23-006317
Filed
2023-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 28 entries on the cover page, a total value of $156,024,308 stated on the cover page (in dollars after the unit check, H1), rows summing to $156,024,308 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 COM928298108Stock2,095,518$51,801,205dollars as filed
CENTURY ALUM CO156431108COM2,035,868$14,637,891dollars as filed
ENTEGRIS INC COM29362U104Stock116,640$10,953,662dollars as filed
CONSTELLIUM SEF21107101CL A SHS573,949$10,445,872dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock66,557$10,308,348dollars as filed
ATI INC COM01741R102Stock249,960$10,285,854dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock250,461$9,339,691dollars as filed
OLIN CORP680665205COM PAR $1172,595$8,626,298dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock984,049$8,079,043dollars as filed
ALCOA CORP COM013872106Stock240,344$6,984,397dollars as filed
RPC INC749660106COMMON STOCK751,938$6,722,326dollars as filed
HUDBAY MINERALS INC COM443628102Stock717,692$3,495,161dollars as filed
NEXGEN ENERGY LTD COM65340P106Stock505,482$3,017,728dollars as filed
WEST FRASER TIMBER CO LTD COM952845105Stock18,269$1,326,832dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-23-006317this filing2023-11-14acceptance time not in the bulk data set