Mountaineer Partners Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Mountaineer Partners Management, LLC reported 16 stock positions worth $192.2 million. Its top holding was Vishay Intertechnology (VSH) at 23.6% of the portfolio, followed by Century Aluminum (CENX, 11.7%) and Freeport-McMoran (FCX, 6.2%). Compared with Q1 2024, it added to 4 and reduced 12. The biggest buy was Alcoa (AA, shares +16%) and the biggest sale Century Aluminum (CENX, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001730532
- Portfolio Value
- $192.2M (Q2 2024)
- SEC Filing
- 0000919574-24-004619 ↗ filed Aug 14, 2024
Holdings Value
Holdings 16 stocks · $192.2M
| VSH Vishay Intertechnology Inc. | 23.60% | 2,033,752 | $45.4M | Reduce -6.2% |
| CENX Century Aluminum Company | 11.67% | 1,338,458 | $22.4M | Reduce -37.5% |
| FCX Freeport-McMoran Inc. | 6.20% | 245,144 | $11.9M | Reduce -11.0% |
| ATI Ati Inc. | 6.03% | 209,073 | $11.6M | Reduce -11.6% |
| FANG Diamondback Energy Inc. | 5.89% | 56,504 | $11.3M | Reduce -8.6% |
| HBM Hudbay Minerals Inc. | 5.45% | 1,156,653 | $10.5M | Reduce -10.3% |
| AA Alcoa Corp. | 5.42% | 261,844 | $10.4M | Add +16.1% |
| MTRN Materion Corp. | 5.38% | 95,650 | $10.3M | Reduce -4.5% |
| STNG Scorpio Tankers Inc. | 5.04% | 119,141 | $9.7M | Reduce -6.1% |
| CSTM Constellium SE | 4.91% | 500,769 | $9.4M | Reduce -9.6% |
| WFG West Fraser Timber Co. Ltd. | 4.90% | 122,541 | $9.4M | Add +3.6% |
| ENTG Entegris Inc. | 4.76% | 67,530 | $9.1M | Reduce -6.7% |
| OLN Olin Corp. | 4.59% | 187,085 | $8.8M | Reduce -8.0% |
| RIG Transocean Ltd. | 2.51% | 901,657 | $4.8M | Reduce -3.6% |
| NXE Nexgen Energy Ltd. | 2.10% | 579,017 | $4.0M | Add +14.6% |
| SJT San Juan Basin Royalty TR | 1.56% | 737,930 | $3.0M | Add +2.5% |
Portfolio Sells Q1 2024 → Q2 2024
| CENX Century Aluminum Company | Reduce -37.5% | 11.67% | −3.55 |
| OLN Olin Corp. | Reduce -8.0% | 4.59% | −0.93 |
| CSTM Constellium SE | Reduce -9.6% | 4.91% | −0.74 |
| MTRN Materion Corp. | Reduce -4.5% | 5.38% | −0.71 |
| RIG Transocean Ltd. | Reduce -3.6% | 2.51% | −0.20 |
| ENTG Entegris Inc. | Reduce -6.7% | 4.76% | +0.06 |
| FCX Freeport-McMoran Inc. | Reduce -11.0% | 6.20% | +0.22 |
| FANG Diamondback Energy Inc. | Reduce -8.6% | 5.89% | +0.23 |
| ATI Ati Inc. | Reduce -11.6% | 6.03% | +0.45 |
| STNG Scorpio Tankers Inc. | Reduce -6.1% | 5.04% | +0.85 |
| VSH Vishay Intertechnology Inc. | Reduce -6.2% | 23.60% | +0.89 |
| HBM Hudbay Minerals Inc. | Reduce -10.3% | 5.45% | +1.28 |
Portfolio Buys Q1 2024 → Q2 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 |