0000919574-23-006317.txt : 20231114 0000919574-23-006317.hdr.sgml : 20231114 20231114111713 ACCESSION NUMBER: 0000919574-23-006317 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231402727 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 09-30-2023 09-30-2023 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 11-14-2023 0 28 156024308 INFORMATION TABLE 2 infotable.xml ALCOA CORP COM 013872106 2001711 68882 SH SOLE 0 0 68882 ALCOA CORP COM 013872106 4982686 171462 SH SOLE 171462 0 0 ATI INC COM 01741R102 2451100 59565 SH SOLE 0 0 59565 ATI INC COM 01741R102 7834754 190395 SH SOLE 190395 0 0 CENTURY ALUM CO COM 156431108 2169583 301750 SH SOLE 0 0 301750 CENTURY ALUM CO COM 156431108 12468308 1734118 SH SOLE 1734118 0 0 CONSTELLIUM SE CL A SHS F21107101 7725409 424473 SH SOLE 424473 0 0 CONSTELLIUM SE CL A SHS F21107101 2720463 149476 SH SOLE 0 0 149476 DIAMONDBACK ENERGY INC COM 25278X109 2666879 17219 SH SOLE 0 0 17219 DIAMONDBACK ENERGY INC COM 25278X109 7641469 49338 SH SOLE 49338 0 0 ENTEGRIS INC COM 29362U104 2307650 24573 SH SOLE 0 0 24573 ENTEGRIS INC COM 29362U104 8646012 92067 SH SOLE 92067 0 0 FREEPORT-MCMORAN INC CL B 35671D857 2360196 63293 SH SOLE 0 0 63293 FREEPORT-MCMORAN INC CL B 35671D857 6979495 187168 SH SOLE 187168 0 0 HUDBAY MINERALS INC COM 443628102 2506794 514742 SH SOLE 514742 0 0 HUDBAY MINERALS INC COM 443628102 988367 202950 SH SOLE 0 0 202950 NEXGEN ENERGY LTD COM 65340P106 859567 143981 SH SOLE 0 0 143981 NEXGEN ENERGY LTD COM 65340P106 2158161 361501 SH SOLE 361501 0 0 OLIN CORP COM PAR $1 680665205 2312874 46276 SH SOLE 0 0 46276 OLIN CORP COM PAR $1 680665205 6313424 126319 SH SOLE 126319 0 0 RPC INC COM 749660106 1907063 213318 SH SOLE 0 0 213318 RPC INC COM 749660106 4815263 538620 SH SOLE 538620 0 0 TRANSOCEAN LTD REG SHS H8817H100 5841834 711551 SH SOLE 711551 0 0 TRANSOCEAN LTD REG SHS H8817H100 2237209 272498 SH SOLE 0 0 272498 VISHAY INTERTECHNOLOGY INC COM 928298108 2328402 94191 SH SOLE 0 0 94191 VISHAY INTERTECHNOLOGY INC COM 928298108 49472803 2001327 SH SOLE 2001327 0 0 WEST FRASER TIMBER CO LTD COM 952845105 378970 5218 SH SOLE 0 0 5218 WEST FRASER TIMBER CO LTD COM 952845105 947862 13051 SH SOLE 13051 0 0