Mountaineer Partners Management, LLC Portfolio Holdings by Sector
Mountaineer Partners Management, LLC
- $217 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Aluminum | Basic Materials
CENX CSTM AA 3 stocks |
$52,836
24.39% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
VSH 1 stocks |
$49,190
22.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX HBM 2 stocks |
$21,983
10.15% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
FANG SJT 2 stocks |
$16,063
7.42% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
MTRN 1 stocks |
$13,197
6.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
ATI 1 stocks |
$12,096
5.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
OLN 1 stocks |
$11,959
5.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Lumber & Wood Production | Basic Materials
WFG 1 stocks |
$10,224
4.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ENTG 1 stocks |
$10,175
4.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
STNG 1 stocks |
$9,079
4.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$5,876
2.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Uranium | Energy
NXE 1 stocks |
$3,927
1.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|