0000919574-23-004636.txt : 20230814 0000919574-23-004636.hdr.sgml : 20230814 20230811183616 ACCESSION NUMBER: 0000919574-23-004636 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230814 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: 231165594 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 06-30-2023 06-30-2023 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 08-11-2023 0 28 181282804 INFORMATION TABLE 2 infotable.xml ALCOA CORP COM 013872106 2133417 62877 SH SOLE 0 0 62877 ALCOA CORP COM 013872106 5817706 171462 SH SOLE 171462 0 0 ATI INC COM 01741R102 2556981 57811 SH SOLE 0 0 57811 ATI INC COM 01741R102 8448726 191018 SH SOLE 191018 0 0 CENTURY ALUM CO COM 156431108 2295322 263225 SH SOLE 0 0 263225 CENTURY ALUM CO COM 156431108 15121509 1734118 SH SOLE 1734118 0 0 CONSTELLIUM SE CL A SHS F21107101 7300936 424473 SH SOLE 424473 0 0 CONSTELLIUM SE CL A SHS F21107101 2568046 149305 SH SOLE 0 0 149305 DIAMONDBACK ENERGY INC COM 25278X109 6481040 49338 SH SOLE 49338 0 0 DIAMONDBACK ENERGY INC COM 25278X109 2190691 16677 SH SOLE 0 0 16677 EAGLE MATLS INC COM 26969P108 2584900 13866 SH SOLE 0 0 13866 EAGLE MATLS INC COM 26969P108 8491058 45548 SH SOLE 45548 0 0 ENTEGRIS INC COM 29362U104 2485803 22431 SH SOLE 0 0 22431 ENTEGRIS INC COM 29362U104 10202865 92067 SH SOLE 92067 0 0 FREEPORT-MCMORAN INC CL B 35671D857 7486720 187168 SH SOLE 187168 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2428320 60708 SH SOLE 0 0 60708 HUDBAY MINERALS INC COM 443628102 889238 185258 SH SOLE 0 0 185258 HUDBAY MINERALS INC COM 443628102 2470762 514742 SH SOLE 514742 0 0 NEXGEN ENERGY LTD COM 65340P106 619035 131430 SH SOLE 0 0 131430 NEXGEN ENERGY LTD COM 65340P106 1702670 361501 SH SOLE 361501 0 0 OLIN CORP COM PAR $1 680665205 2291223 44585 SH SOLE 0 0 44585 OLIN CORP COM PAR $1 680665205 6491533 126319 SH SOLE 126319 0 0 RPC INC COM 749660106 3851133 538620 SH SOLE 538620 0 0 RPC INC COM 749660106 1392262 194722 SH SOLE 0 0 194722 SABRA HEALTH CARE REIT INC COM 78573L106 2477503 210493 SH SOLE 0 0 210493 SABRA HEALTH CARE REIT INC COM 78573L106 7647146 649715 SH SOLE 649715 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 2527812 85980 SH SOLE 0 0 85980 VISHAY INTERTECHNOLOGY INC COM 928298108 60328447 2051988 SH SOLE 2051988 0 0