0000919574-24-001267.txt : 20240214 0000919574-24-001267.hdr.sgml : 20240214 20240214093506 ACCESSION NUMBER: 0000919574-24-001267 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mountaineer Partners Management, LLC CENTRAL INDEX KEY: 0001730532 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19269 FILM NUMBER: 24633153 BUSINESS ADDRESS: STREET 1: 950 3RD AVENUE STREET 2: 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 646-459-7060 MAIL ADDRESS: STREET 1: 950 3RD AVENUE STREET 2: 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001730532 XXXXXXXX 12-31-2023 12-31-2023 false Mountaineer Partners Management, LLC

950 3rd Avenue 28TH FLOOR New York NY 10022

13F HOLDINGS REPORT 028-19269 000163089 801-78304 N Mark Lee 646-459-7061 /s/Mark Lee New York NY 02-14-2024 0 28 196762946 INFORMATION TABLE 2 infotable.xml ALCOA CORP COM 013872106 2341988 68882 SH SOLE 0 0 68882 ALCOA CORP COM 013872106 5829708 171462 SH SOLE 171462 0 0 ATI INC COM 01741R102 2793859 61444 SH SOLE 0 0 61444 ATI INC COM 01741R102 8657261 190395 SH SOLE 190395 0 0 CENTURY ALUM CO COM 156431108 2873380 236687 SH SOLE 0 0 236687 CENTURY ALUM CO COM 156431108 24694193 2034118 SH SOLE 2034118 0 0 CONSTELLIUM SE CL A SHS F21107101 9302059 466035 SH SOLE 466035 0 0 CONSTELLIUM SE CL A SHS F21107101 2869749 143775 SH SOLE 0 0 143775 DIAMONDBACK ENERGY INC COM 25278X109 2677456 17265 SH SOLE 0 0 17265 DIAMONDBACK ENERGY INC COM 25278X109 7651337 49338 SH SOLE 49338 0 0 ENTEGRIS INC COM 29362U104 2868251 23938 SH SOLE 0 0 23938 ENTEGRIS INC COM 29362U104 11031468 92067 SH SOLE 92067 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2895399 68015 SH SOLE 0 0 68015 FREEPORT-MCMORAN INC CL B 35671D857 9489066 222905 SH SOLE 222905 0 0 HUDBAY MINERALS INC COM 443628102 2841376 514742 SH SOLE 514742 0 0 HUDBAY MINERALS INC COM 443628102 1120284 202950 SH SOLE 0 0 202950 MATERION CORP COM 576690101 2936644 22567 SH SOLE 0 0 22567 MATERION CORP COM 576690101 10831110 83233 SH SOLE 83233 0 0 NEXGEN ENERGY LTD COM 65340P106 1007867 143981 SH SOLE 0 0 143981 NEXGEN ENERGY LTD COM 65340P106 2530507 361501 SH SOLE 361501 0 0 OLIN CORP COM PAR $1 680665205 2865446 53113 SH SOLE 0 0 53113 OLIN CORP COM PAR $1 680665205 8722906 161685 SH SOLE 161685 0 0 TRANSOCEAN LTD REG SHS H8817H100 4518349 711551 SH SOLE 711551 0 0 TRANSOCEAN LTD REG SHS H8817H100 1812519 285436 SH SOLE 0 0 285436 VISHAY INTERTECHNOLOGY INC COM 928298108 2862425 119417 SH SOLE 0 0 119417 VISHAY INTERTECHNOLOGY INC COM 928298108 48041896 2004251 SH SOLE 2004251 0 0 WEST FRASER TIMBER CO LTD COM 952845105 2926780 34203 SH SOLE 0 0 34203 WEST FRASER TIMBER CO LTD COM 952845105 7769663 90798 SH SOLE 90798 0 0