Mountaineer Partners Management, LLC Portfolio Holdings by Sector
Mountaineer Partners Management, LLC
- $96.1 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Aluminum | Basic Materials
CENX AA CSTM 3 stocks |
$25,446
26.48% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX HBM 2 stocks |
$18,298
19.04% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
VSH 1 stocks |
$10,485
10.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
ATI 1 stocks |
$9,436
9.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ENTG 1 stocks |
$8,619
8.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$7,272
7.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$6,821
7.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
SJT 1 stocks |
$3,976
4.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
AMBP 1 stocks |
$3,194
3.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Uranium | Energy
NXE 1 stocks |
$2,534
2.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|