Portfolio (Quarterly)
Guide ↗
Mountaineer Partners Management, LLC
· CIK 0001730532| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | Basic Materials | 608,475 | $23.8M | 13.34% | SOLD |
| 2 | HBM | HUDBAY MINERALS INC | Basic Materials | 787,247 | $15.6M | 8.74% | SOLD |
| 3 | ATI | ATI INC | Industrials | 128,909 | $14.8M | 8.28% | SOLD |
| 4 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 266,327 | $13.5M | 7.57% | SOLD |
| 5 | AA | ALCOA CORP | Basic Materials | 241,994 | $12.9M | 7.20% | SOLD |
| 6 | CSTM | CONSTELLIUM SE | Basic Materials | 681,464 | $12.8M | 7.19% | SOLD |
| 7 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 36,690 | $11.6M | 6.46% | SOLD |
| 8 | SXT | SENSIENT TECHNOLOGIES CORP | Basic Materials | 117,090 | $11.0M | 6.16% | SOLD |
| 9 | — | STANDARDAERO INC | — | 367,498 | $10.5M | 5.90% | SOLD |
| 10 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 94,091 | $9.7M | 5.42% | SOLD |
| 11 | KEX | KIRBY CORP | Industrials | 87,444 | $9.6M | 5.39% | SOLD |
| 12 | DHI | D R HORTON INC | Consumer Cyclical | 65,004 | $9.4M | 5.24% | SOLD |
| 13 | NXE | NEXGEN ENERGY LTD | Energy | 538,042 | $4.9M | 2.77% | SOLD |
| 14 | ULCC | FRONTIER GROUP HLDGS INC | Industrials | 953,375 | $4.5M | 2.51% | SOLD |
| 15 | SJT | SAN JUAN BASIN RTY TR | Energy | 732,351 | $4.1M | 2.30% | SOLD |
| 16 | CCJ | CAMECO CORP | Energy | 42,424 | $3.9M | 2.17% | SOLD |
Sector Allocation
Consumer Cyclical
100.0%