Mountaineer Partners Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Mountaineer Partners Management, LLC reported 16 stock positions worth $216.6 million. Its top holding was Vishay Intertechnology (VSH) at 22.7% of the portfolio, followed by Century Aluminum (CENX, 15.2%) and Materion (MTRN, 6.1%). Compared with Q4 2023, it opened 2 new positions, added to 2 and reduced 11. The biggest buy was a new position in Scorpio Tankers (STNG) and the biggest sale Entegris (ENTG, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001730532
- Portfolio Value
- $216.6M (Q1 2024)
- SEC Filing
- 0000919574-24-003088 ↗ filed May 15, 2024
Holdings Value
Holdings 16 stocks · $216.6M
| VSH Vishay Intertechnology Inc. | 22.71% | 2,168,876 | $49.2M | Add +2.1% |
| CENX Century Aluminum Company | 15.22% | 2,142,103 | $33.0M | Reduce -5.7% |
| MTRN Materion Corp. | 6.09% | 100,171 | $13.2M | Reduce -5.3% |
| FCX Freeport-McMoran Inc. | 5.98% | 275,487 | $13.0M | Reduce -5.3% |
| FANG Diamondback Energy Inc. | 5.66% | 61,841 | $12.3M | Reduce -7.2% |
| CSTM Constellium SE | 5.66% | 554,042 | $12.2M | Reduce -9.2% |
| ATI Ati Inc. | 5.58% | 236,396 | $12.1M | Reduce -6.1% |
| OLN Olin Corp. | 5.52% | 203,390 | $12.0M | Reduce -5.3% |
| WFG West Fraser Timber Co. Ltd. | 4.72% | 118,301 | $10.2M | Reduce -5.4% |
| ENTG Entegris Inc. | 4.70% | 72,405 | $10.2M | Reduce -37.6% |
| STNG Scorpio Tankers Inc. | 4.19% | 126,903 | $9.1M | New |
| HBM Hudbay Minerals Inc. | 4.17% | 1,290,126 | $9.0M | Add +79.8% |
| AA Alcoa Corp. | 3.52% | 225,549 | $7.6M | Reduce -6.2% |
| RIG Transocean Ltd. | 2.71% | 935,679 | $5.9M | Reduce -6.2% |
| NXE Nexgen Energy Ltd. | 1.81% | 505,482 | $3.9M | No change |
| SJT San Juan Basin Royalty TR | 1.76% | 720,000 | $3.8M | New |
Portfolio Sells Q4 2023 → Q1 2024
| ENTG Entegris Inc. | Reduce -37.6% | 4.70% | −2.37 |
| MTRN Materion Corp. | Reduce -5.3% | 6.09% | −0.90 |
| WFG West Fraser Timber Co. Ltd. | Reduce -5.4% | 4.72% | −0.72 |
| AA Alcoa Corp. | Reduce -6.2% | 3.52% | −0.63 |
| CSTM Constellium SE | Reduce -9.2% | 5.66% | −0.53 |
| RIG Transocean Ltd. | Reduce -6.2% | 2.71% | −0.50 |
| OLN Olin Corp. | Reduce -5.3% | 5.52% | −0.37 |
| FCX Freeport-McMoran Inc. | Reduce -5.3% | 5.98% | −0.31 |
| ATI Ati Inc. | Reduce -6.1% | 5.58% | −0.24 |
| FANG Diamondback Energy Inc. | Reduce -7.2% | 5.66% | +0.41 |
| CENX Century Aluminum Company | Reduce -5.7% | 15.22% | +1.21 |
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 11 | $137.5M | CENX, SXT, CSTM, SARO, CRS |
| Q1 2026 | 16 | $201.3M | CENX, CSTM, AA, HBM, FCX |
| Q4 2025 | 17 | $178.7M | CENX, HBM, ATI, FCX, AA |
| Q3 2025 | 18 | $171.9M | CENX, ECG, HBM, CSTM, ATI |
| Q2 2025 | 16 | $151.3M | ECG, CENX, HBM, VSH, CSTM |
| Q1 2025 | 14 | $104.5M | CENX, VSH, FCX, ATI, HBM |
| Q4 2024 | 17 | $136.6M | CENX, ECG, ATI, ENTG, AA |
| Q3 2024Amended | 15 | $160.4M | CENX, VSH, FCX, ENTG, BLDR |
| Q2 2024 | 16 | $192.2M | VSH, CENX, FCX, ATI, FANG |
| Q1 2024 | 16 | $216.6M | VSH, CENX, MTRN, FCX, FANG |