0000919574-23-003182.txt : 20230515 0000919574-23-003182.hdr.sgml : 20230515 20230512181930 ACCESSION NUMBER: 0000919574-23-003182 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230515 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: 23917563 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 03-31-2023 03-31-2023 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 05-12-2023 0 26 137624533 INFORMATION TABLE 2 infotable.xml ALCOA CORP COM 013872106 2136001 50188 SH SOLE 0 0 50188 ALCOA CORP COM 013872106 5866045 137830 SH SOLE 137830 0 0 CENTURY ALUM CO COM 156431108 2501740 250174 SH SOLE 0 0 250174 CENTURY ALUM CO COM 156431108 8530270 853027 SH SOLE 853027 0 0 CONSTELLIUM SE CL A SHS F21107101 5571012 364595 SH SOLE 364595 0 0 CONSTELLIUM SE CL A SHS F21107101 2028573 132760 SH SOLE 0 0 132760 DIAMONDBACK ENERGY INC COM 25278X109 5021160 37147 SH SOLE 37147 0 0 DIAMONDBACK ENERGY INC COM 25278X109 1818307 13452 SH SOLE 0 0 13452 ENTEGRIS INC COM 29362U104 1800858 21959 SH SOLE 0 0 21959 ENTEGRIS INC COM 29362U104 4972840 60637 SH SOLE 60637 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2467896 60325 SH SOLE 0 0 60325 FREEPORT-MCMORAN INC CL B 35671D857 7657043 187168 SH SOLE 187168 0 0 HUDBAY MINERALS INC COM 443628102 2702396 514742 SH SOLE 514742 0 0 HUDBAY MINERALS INC COM 443628102 972605 185258 SH SOLE 0 0 185258 NEXGEN ENERGY LTD COM 65340P106 503377 131430 SH SOLE 0 0 131430 NEXGEN ENERGY LTD COM 65340P106 1384549 361501 SH SOLE 361501 0 0 OLIN CORP COM PAR $1 680665205 1829391 32962 SH SOLE 0 0 32962 OLIN CORP COM PAR $1 680665205 5051721 91022 SH SOLE 91022 0 0 RPC INC COM 749660106 1497412 194722 SH SOLE 0 0 194722 RPC INC COM 749660106 4141988 538620 SH SOLE 538620 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 7471723 649715 SH SOLE 649715 0 0 SABRA HEALTH CARE REIT INC COM 78573L106 2528770 219893 SH SOLE 0 0 219893 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2499247 72379 SH SOLE 0 0 72379 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 7771253 225058 SH SOLE 225058 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 2552509 112843 SH SOLE 0 0 112843 VISHAY INTERTECHNOLOGY INC COM 928298108 46345847 2048888 SH SOLE 2048888 0 0