$156 Million is the total value of Mountaineer Partners Management, LLC's 28 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RIG | New | TRANSOCEAN LTD | $8,079,043 | – | 984,049 | +100.0% | 5.18% | – |
WFG | New | WEST FRASER TIMBER CO LTD | $1,326,832 | – | 18,269 | +100.0% | 0.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-02-14 |
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 |
13F-HR | 2021-11-15 |
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.