Mountaineer Partners Management, LLC

Mountaineer Partners Management, LLC latest Q4_2020 13F filings reported $139,355,000 in market value on this 2021-02-12 report date . The portfolio quarterly return is 20.35%. This fund has 17 securities concentrations of 100% weights.

Mountaineer Partners Management, LLC largest holding is Constellium SE Ordinary Shares (France) with weight of 8.79% and $12,243,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-122020-12-31Q4_202013F-HR17$139,355,00020.35%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
CONSTELLIUM SE COMMON EUR0.020000CSTMINCR$12,2430.57%8.79%$13.99-0.12%875,152
BUILDERS FIRSTSOURCE INCBLDRINCR$10,2160.05%7.33%$40.81-0.16%250,327
VISHAY INTERTECHNOLOGY INCVSHINCR$10,1700.51%7.30%$20.710.14%491,058
BAUSCH HEALTH COS INCBHCINCR$10,1440.63%7.28%$20.800.22%487,700
PG&E CORPPCGINCR$9,7150.26%6.97%$12.46-0.05%779,700
SL GREEN RLTY CORPSLGBUY$9,2590.00%6.64%$59.580.00%155,400
VORNADO RLTY TRVNOBUY$8,6070.00%6.18%$37.340.00%230,500
MGM GROWTH PPTYS LLCMGPINCR$8,5130.08%6.11%$31.30-0.04%272,000
MIDDLEBY CORPMIDDBUY$8,3800.00%6.01%$128.920.00%65,000
SABRA HEALTH CARE REIT INCSBRABUY$8,2420.00%5.91%$17.370.00%474,500
VULCAN MATLS COVMCINCR$7,7130.55%5.53%$148.330.42%52,000
PROG HOLDINGS INCPRGBUY$7,5580.00%5.42%$53.870.00%140,300
FIRSTENERGY CORPFEBUY$7,4080.00%5.32%$30.610.00%242,000
ALLEGHENY TECHNOLOGIES INCATIINCR$7,2131.51%5.18%$16.770.30%430,142
D R HORTON INCDHIDECR$7,216-0.11%5.18%$68.92-0.02%104,700
CLEARWAY ENERGY INCCWENDECR$4,455-0.77%3.20%$31.93-0.80%139,511
BWX TECHNOLOGIES INCBWXTINCR$2,3030.02%1.65%$60.29-0.05%38,200
AARONS INCAANSOLD$00.00%-100.00%$0.000.00%0
CLEARWAY ENERGY INCCWEN/ASOLD$00.00%-100.00%$0.000.00%0
INGEVITY CORPNGVTSOLD$00.00%-100.00%$0.000.00%0
NORBORD INCOSBSOLD$00.00%-100.00%$0.000.00%0
RUSH ENTERPRISES INCRUSHASOLD$00.00%-100.00%$0.000.00%0