0000919574-23-001219.txt : 20230214 0000919574-23-001219.hdr.sgml : 20230214 20230213181541 ACCESSION NUMBER: 0000919574-23-001219 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mountaineer Partners Management, LLC CENTRAL INDEX KEY: 0001730532 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: 23620658 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 12-31-2022 12-31-2022 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 02-13-2023 0 18 105326403 INFORMATION TABLE 2 infotable.xml ATI INC COM 01741R102 1536088 51443 SH SOLE 0 0 51443 ATI INC COM 01741R102 4304200 144146 SH SOLE 144146 0 0 CENTURY ALUM CO COM 156431108 5789043 707707 SH SOLE 707707 0 0 CENTURY ALUM CO COM 156431108 2090898 255611 SH SOLE 0 0 255611 FREEPORT-MCMORAN INC CL B 35671D857 5913940 155630 SH SOLE 155630 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2139590 56305 SH SOLE 0 0 56305 HALLIBURTON CO COM 406216101 8101575 205885 SH SOLE 205885 0 0 HALLIBURTON CO COM 406216101 2446980 62185 SH SOLE 0 0 62185 LEONARDO DRS INC COM 52661A108 6606404 516933 SH SOLE 516933 0 0 LEONARDO DRS INC COM 52661A108 2380045 186232 SH SOLE 0 0 186232 NEXGEN ENERGY LTD COM 65340P106 1601449 361501 SH SOLE 361501 0 0 NEXGEN ENERGY LTD COM 65340P106 582235 131430 SH SOLE 0 0 131430 RPC INC COM 749660106 1731079 194722 SH SOLE 0 0 194722 RPC INC COM 749660106 4788332 538620 SH SOLE 538620 0 0 VALERO ENERGY CORP COM 91913Y100 6583653 51897 SH SOLE 51897 0 0 VALERO ENERGY CORP COM 91913Y100 2281450 17984 SH SOLE 0 0 17984 VISHAY INTERTECHNOLOGY INC COM 928298108 2323952 107740 SH SOLE 0 0 107740 VISHAY INTERTECHNOLOGY INC COM 928298108 44125490 2045688 SH SOLE 2045688 0 0