Mountaineer Partners Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$192M
Signature - Title
Mark Lee - Managing Member
Location
950 3 Rd Avenue, 28 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 16 $192M +$2.36M -$25.5M -$23.1M VSH, CENX, FCX, ATI, FANG 13F-HR 8/14/2024, 09:49 AM
Q1 2024 16 $217M +$17.9M -$14.7M +$3.24M VSH, CENX, MTRN, FCX, FANG 13F-HR 5/15/2024, 09:11 AM
Q4 2023 14 $197M +$31.3M -$6.8M +$24.5M VSH, CENX, ENTG, MTRN, FCX 13F-HR 2/14/2024, 09:35 AM
Q3 2023 14 $156M +$10.7M -$22.2M -$11.5M VSH, CENX, ENTG, CSTM, FANG 13F-HR 11/14/2023, 11:17 AM
Q2 2023 14 $181M +$40.8M -$11.1M +$29.7M VSH, CENX, ENTG, EXP, ATI 13F-HR 8/11/2023, 06:36 PM
Q1 2023 13 $138M +$63.1M -$34.2M +$28.8M VSH, CENX, SPR, FCX, SBRA 13F-HR 5/12/2023, 06:19 PM
Q4 2022 9 $105M +$38.1M -$26.2M +$12M VSH, HAL, DRS, VLO, FCX 13F-HR 2/13/2023, 06:15 PM
Q3 2022 9 $79.1M +$2.92M -$20.9M -$18M VSH, VNOM, HAL, ATI, PUMP 13F-HR 11/10/2022, 07:41 PM
Q2 2022 10 $99.4M +$3.42M -$59.1M -$55.6M VSH, VNOM, KEX, HAL, ATSG 13F-HR 8/12/2022, 06:46 PM
Q1 2022 14 $173M +$58.5M -$79.2M -$20.7M VSH, VNOM, AA, CENX, KEX 13F-HR 5/13/2022, 07:14 PM
Q4 2021 16 $177M +$38.1M -$22.8M +$15.3M VSH, EXP, OLN, VNOM, CF 13F-HR 2/11/2022, 07:05 PM
Q3 2021 16 $153M +$61M -$37.9M +$23.1M VSH, VNOM, SPR, OLN, CSTM 13F-HR 11/12/2021, 06:19 PM
Q2 2021 14 $137M +$46.5M -$56M -$9.51M SPR, EXP, CSTM, CAL, OLN 13F-HR 8/13/2021, 07:27 PM
Q1 2021 15 $143M +$42M -$47.2M -$5.2M CSTM, CAL, BWXT, VSH, MIDD 13F-HR 5/14/2021, 04:21 PM
Q4 2020 17 $139M +$56.4M -$55.3M +$1.12M CSTM, BLDR, VSH, BHC, PCG 13F-HR 2/12/2021, 01:55 PM
Q3 2020 16 $116M +$31.7M -$2.92M +$28.8M CWEN, BLDR, OSB, DHI, MGP 13F-HR 11/13/2020, 02:33 PM
Q2 2020 13 $74.5M +$21.7M -$31.3M -$9.59M CWEN, OSB, PCG, DHI, BLDR 13F-HR 8/13/2020, 03:44 PM
Q1 2020 16 $70.3M +$30.6M -$22.6M +$7.99M CWEN, PCG, MGP, BWXT, BA 13F-HR 5/14/2020, 02:21 PM
Q4 2019 13 $89.8M +$25.9M -$31.4M -$5.5M CWEN, BWXT, VSH, CSTM, BLDR 13F-HR 2/13/2020, 01:07 PM
Q3 2019 12 $87.3M +$6.03M -$55.9M -$49.9M BWXT, CWEN, CSTM, WLH, VSH 13F-HR 11/13/2019, 03:26 PM
Q2 2019 13 $133M +$24.9M -$17.5M +$7.42M BWXT, CWEN, ATI, VSH, CSTM 13F-HR 8/13/2019, 01:38 PM
Q1 2019 13 $117M +$17.5M -$33.3M -$15.8M BWXT, VSH, ATI, CWEN, FUN 13F-HR 5/14/2019, 04:00 PM
Q4 2018 14 $118M $0 $0 NGVT, BWXT, VSH, ATI, DAL 13F-HR 2/14/2019, 10:58 AM