$74.5 Million is the total value of Mountaineer Partners Management, LLC's 25 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OSB | Buy | NORBORD INC | $7,848,000 | +139.8% | 344,000 | +24.5% | 10.54% | +126.3% |
| DHI | Buy | D R HORTON INC | $6,028,000 | +1008.1% | 108,700 | +579.4% | 8.09% | +945.7% |
| RUSHA | New | RUSH ENTERPRISES INCcl a | $5,398,000 | – | 130,200 | +100.0% | 7.25% | – |
| VSH | Buy | VISHAY INTERTECHNOLOGY INC | $5,231,000 | +120.2% | 342,558 | +107.8% | 7.02% | +107.8% |
| NGVT | Buy | INGEVITY CORP | $4,721,000 | +235.3% | 89,800 | +124.5% | 6.34% | +216.5% |
| VMC | New | VULCAN MATLS CO | $4,252,000 | – | 36,700 | +100.0% | 5.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISHAY INTERTECHNOLOGY INC | 20 | Q3 2023 | 48.8% |
| ATI INC | 19 | Q3 2023 | 9.5% |
| CONSTELLIUM SE | 13 | Q3 2023 | 9.8% |
| BWX TECHNOLOGIES INC | 12 | Q3 2021 | 15.3% |
| CLEARWAY ENERGY INC | 10 | Q2 2021 | 22.9% |
| BUILDERS FIRSTSOURCE INC | 9 | Q4 2020 | 9.1% |
| NEXGEN ENERGY LTD | 9 | Q3 2023 | 2.5% |
| OLIN CORP | 8 | Q3 2023 | 7.9% |
| INGEVITY CORP | 7 | Q3 2020 | 12.9% |
| AIR TRANSPORT SERVICES GRP I | 7 | Q3 2022 | 8.5% |
View Mountaineer Partners Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Mountaineer Partners Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.