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Mountaineer Partners Management, LLC

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13F filer, CIK 1730532, New York, NY

Mountaineer Partners Management, LLC reported $136,560,710 across 17 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 71.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-001213

Period
2024-12-31
Reported value
$137M
Holdings
17
Top 10 weight
71.81%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ECGnew+162,722$10.7M
CSTMadded+338,105$3.47M
AMBPnew+1,057,720$3.18M
ATIadded+42,020$2.31M
FCXadded+7,795$297K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CENXreduced-759,986-$13.8M
VSHreduced-585,708-$9.92M
GEVreduced-9,192-$3.02M
AAreduced-22,053-$833K
MTRNreduced-2,034-$201K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000919574-25-001213, largest first. % of portfolio is the value over $136,560,710, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407,831 shares; 2024Q4: 647,845 shares 647,845$11.8M8.64%-759,986Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162,722 shares 162,722$10.7M7.83%newTimeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,650 shares; 2024Q4: 182,670 shares 182,670$10.1M7.36%+42,020Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,148 shares; 2024Q4: 99,860 shares 99,860$9.89M7.24%+1,712Timeline
AAALCOA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,831 shares; 2024Q4: 257,778 shares 257,778$9.74M7.13%-22,053Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,565 shares; 2024Q4: 29,373 shares 29,373$9.66M7.07%-9,192Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,045 shares; 2024Q4: 246,840 shares 246,840$9.4M6.88%+7,795Timeline
CSTMCONSTELLIUM SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549,134 shares; 2024Q4: 887,239 shares 887,239$9.11M6.67%+338,105Timeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,123,352 shares; 2024Q4: 1,104,563 shares 1,104,563$8.95M6.55%-18,789Timeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102,278 shares; 2024Q4: 516,570 shares 516,570$8.75M6.41%-585,708Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,875 shares; 2024Q4: 55,875 shares 55,875$7.99M5.85%0Timeline
MTRNMATERION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,776 shares; 2024Q4: 79,742 shares 79,742$7.88M5.77%-2,034Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,921 shares; 2024Q4: 51,015 shares 51,015$7.13M5.22%+94Timeline
STNGSCORPIO TANKERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,417 shares; 2024Q4: 117,417 shares 117,417$5.83M4.27%0Timeline
NXENEXGEN ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564,507 shares; 2024Q4: 564,507 shares 564,507$3.73M2.73%0Timeline
AMBPARDAGH METAL PACKAGING S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,057,720 shares 1,057,720$3.18M2.33%newTimeline
SJTSAN JUAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719,054 shares; 2024Q4: 719,054 shares 719,054$2.75M2.02%0Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-001213 base2025-02-14acceptance time not in the bulk data set