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13F-HR/A filed by Mountaineer Partners Management, LLC

Mountaineer Partners Management, LLC filed this 13F-HR/A for the quarter ended 2024-09-30, filed 2024-11-15, with 15 holding rows worth $160,375,644.

Accession
0000919574-24-006813
Filed
2024-11-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, amendment of type restatement, 30 entries on the cover page, a total value of $160,375,644 stated on the cover page (in dollars after the unit check, H1), rows summing to $160,375,644 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
CENTURY ALUM CO156431108COM1,407,831$22,849,097dollars as filed
VISHAY INTERTECHNOLOGY INC COM928298108Stock1,102,278$20,844,077dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock239,045$11,933,126dollars as filed
ENTEGRIS INC COM29362U104Stock98,148$11,044,594dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock55,875$10,831,927dollars as filed
ALCOA CORP COM013872106Stock279,831$10,795,880dollars as filed
HUDBAY MINERALS INC COM443628102Stock1,123,352$10,323,605dollars as filed
GE Vernova Inc.36828A101COM38,565$9,833,303dollars as filed
D R HORTON INC COM23331A109Stock50,921$9,714,199dollars as filed
ATI INC COM01741R102Stock140,650$9,410,891dollars as filed
MATERION CORP576690101COM81,776$9,147,463dollars as filed
CONSTELLIUM SEF21107101CL A SHS549,134$8,928,919dollars as filed
SCORPIO TANKERS INCY7542C130SHS117,417$8,371,832dollars as filed
NEXGEN ENERGY LTD COM65340P106Stock564,507$3,686,231dollars as filed
SAN JUAN BASIN RTY TR798241105UNIT BEN INT719,054$2,660,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-24-006445 superseded2024-11-14acceptance time not in the bulk data set
13F-HR/A 0000919574-24-006813this filing2024-11-15acceptance time not in the bulk data set