Portfolio (Quarterly)
Guide ↗
Mountaineer Partners Management, LLC
· CIK 0001730532| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SXT | SENSIENT TECHNOLOGIES CORP | Basic Materials | 117,090.0 | $11.0M | 6.16% | NEW | — | $93.95 | +21.8% |
| 2 | ULCC | FRONTIER GROUP HLDGS INC | Industrials | 953,375.0 | $4.5M | 2.51% | NEW | — | $4.71 | +5.1% |
| 3 | CCJ | CAMECO CORP | Energy | 42,424.0 | $3.9M | 2.17% | NEW | — | $91.49 | +14.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Basic Materials
53.3%
Industrials
29.8%
Consumer Cyclical
9.1%
Energy
7.7%