• 13F History

Mountaineer Partners Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$137M
Signature - Title
Mark Lee - Managing Member
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Mountaineer Partners Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mountaineer Partners Management, LLC reported 17 stock holdings with total value $137M as of Q4 2024. Top holdings included CENX, ECG, ATI, ENTG, and AA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 17 $137M +$20.1M -$28M -$7.83M CENX, ECG, ATI, ENTG, AA 13F-HR 2/13/2025, 06:33 PM
Q3 2024 15 $160M +$36.4M -$59M -$22.6M CENX, VSH, FCX, ENTG, BLDR Restatement 11/15/2024, 01:52 PM
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 16 $156M +$10.7M -$22.2M -$11.5M VSH, CENX, ENTG, CSTM, FANG 13F-HR 11/14/2023, 11:17 AM
Q2 2023 15 $181M +$40.8M -$11.1M +$29.7M VSH, CENX, ENTG, EXP, ATI 13F-HR 8/11/2023, 07:36 PM
Q1 2023 13 $138M +$63.1M +$63.1M VSH, CENX, SPR, FCX, SBRA 13F-HR 5/12/2023, 06:19 PM
Q4 2022 9 $105M +$38.1M -$2.32M +$35.8M VSH, HAL, DRS, VLO, FCX 13F-HR 2/13/2023, 05:15 PM
Q3 2022 9 $79.1M +$2.92M -$6.96M -$4.04M VSH, VNOM, HAL, ATI, PUMP 13F-HR 11/10/2022, 06:41 PM
Q2 2022 10 $99.4M +$3.42M -$14.2M -$10.8M VSH, VNOM, KEX, HAL, ATSG 13F-HR 8/12/2022, 06:46 PM
Q1 2022 15 $182M +$58.5M -$23.3M +$35.1M VSH, VNOM, AA, CENX, KEX 13F-HR 5/13/2022, 07:14 PM
Q4 2021 17 $184M +$44.6M -$2.76M +$41.9M VSH, EXP, OLN, VNOM, CF 13F-HR 2/11/2022, 06:05 PM
Q3 2021 16 $153M +$61M -$37.9M +$23.1M VSH, VNOMXXXX, 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 -$23.1M +$33.4M CSTM, BLDR, VSH, BHC, PCG 13F-HR 2/12/2021, 12:55 PM
Q3 2020 16 $116M +$31.7M -$2.92M +$28.8M CWEN, BLDR, OSB, DHI, MGP 13F-HR 11/13/2020, 01:33 PM
Q2 2020 13 $74.5M +$21.7M -$8.63M +$13M CWEN, OSB, PCG, DHI, BLDR 13F-HR 8/13/2020, 03:44 PM
Q1 2020 16 $70.3M +$30.6M -$9.1M +$21.5M CWEN, PCG, MGP, BWXT, BA 13F-HR 5/14/2020, 02:21 PM
Q4 2019 13 $89.8M +$25.9M -$11.3M +$14.6M CWEN, BWXT, VSH, CSTM, BLDR 13F-HR 2/13/2020, 12:07 PM
Q3 2019 12 $97.7M +$16.5M -$40.7M -$24.2M BWXT, CWEN, HYG, CSTMXXXX, WLH 13F-HR 11/13/2019, 02:26 PM
Q2 2019 13 $215M +$107M -$452K +$107M SPY, BWXT, CWEN, ATI, VSH 13F-HR 8/13/2019, 01:38 PM
Q1 2019 13 $117M +$17.5M -$14.3M +$3.16M BWXT, VSH, ATI, CWEN, FUN 13F-HR 5/14/2019, 04:00 PM
Q4 2018 14 $118M NGVT, BWXT, VSH, ATI, DAL 13F-HR 2/14/2019, 09:58 AM