0000919574-24-006445.txt : 20241114 0000919574-24-006445.hdr.sgml : 20241114 20241113173615 ACCESSION NUMBER: 0000919574-24-006445 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241114 DATE AS OF CHANGE: 20241113 EFFECTIVENESS DATE: 20241114 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: 241455871 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 09-30-2024 09-30-2024 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 11-13-2024 0 30 6568384 INFORMATION TABLE 2 infotable.xml ALCOA CORP COM 013872106 56478 2178921 SH SOLE 0 0 2178921 ALCOA CORP COM 013872106 223353 8616959 SH SOLE 8616959 0 0 ATI INC COM 01741R102 32664 2185548 SH SOLE 0 0 2185548 ATI INC COM 01741R102 107986 7225343 SH SOLE 7225343 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 10647 2064027 SH SOLE 0 0 2064027 BUILDERS FIRSTSOURCE INC COM 12008R107 45228 8767900 SH SOLE 8767900 0 0 CENTURY ALUM CO COM 156431108 1271479 20636104 SH SOLE 20636104 0 0 CENTURY ALUM CO COM 156431108 136352 2212993 SH SOLE 0 0 2212993 CONSTELLIUM SE CL A SHS F21107101 126073 2049947 SH SOLE 0 0 2049947 CONSTELLIUM SE CL A SHS F21107101 423061 6878972 SH SOLE 6878972 0 0 D R HORTON INC COM 23331A109 10774 2055356 SH SOLE 0 0 2055356 D R HORTON INC COM 23331A109 40147 7658843 SH SOLE 7658843 0 0 ENTEGRIS INC COM 29362U104 18495 2081242 SH SOLE 0 0 2081242 ENTEGRIS INC COM 29362U104 79653 8963352 SH SOLE 8963352 0 0 FREEPORT-MCMORAN INC CL B 35671D857 196308 9799695 SH SOLE 9799695 0 0 FREEPORT-MCMORAN INC CL B 35671D857 42737 2133431 SH SOLE 0 0 2133431 GE VERNOVA INC COM 36828A101 8530 2174979 SH SOLE 0 0 2174979 GE VERNOVA INC COM 36828A101 30035 7658324 SH SOLE 7658324 0 0 HUDBAY MINERALS INC COM 443628102 235006 2159705 SH SOLE 0 0 2159705 HUDBAY MINERALS INC COM 443628102 888346 8163900 SH SOLE 8163900 0 0 MATERION CORP COM 576690101 19720 2205879 SH SOLE 0 0 2205879 MATERION CORP COM 576690101 62056 6941584 SH SOLE 6941584 0 0 NEXGEN ENERGY LTD COM 65340P106 435036 2840785 SH SOLE 2840785 0 0 NEXGEN ENERGY LTD COM 65340P106 129471 845446 SH SOLE 0 0 845446 SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 168427 623180 SH SOLE 0 0 623180 SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 550627 2037320 SH SOLE 2037320 0 0 SCORPIO TANKERS INC SHS Y7542C130 27879 1987773 SH SOLE 0 0 1987773 SCORPIO TANKERS INC SHS Y7542C130 89538 6384059 SH SOLE 6384059 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 103353 1954405 SH SOLE 0 0 1954405 VISHAY INTERTECHNOLOGY INC COM 928298108 998925 18889672 SH SOLE 18889672 0 0