MPM

Mountaineer Partners Management Portfolio holdings

AUM $151M
1-Year Est. Return 13.69%
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.64M
3
+$4.39M
4
CWEN.A icon
Clearway Energy Class A
CWEN.A
+$1.89M
5
BWXT icon
BWX Technologies
BWXT
+$1.37M

Top Sells

1
+$10.2M
2
+$4.01M
3
+$2.86M
4
BLDR icon
Builders FirstSource
BLDR
+$452K

Sector Composition

1 Industrials 36.66%
2 Materials 19.33%
3 Consumer Discretionary 15.92%
4 Utilities 13.53%
5 Technology 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 8.72%
362,767
+26,300
2
$16.3M 7.54%
968,500
+260,200
3
$12.2M 5.65%
485,933
+48,800
4
$11.7M 5.38%
706,058
+74,700
5
$11.3M 5.21%
1,125,068
+66,200
6
$10.8M 4.99%
194,070
+10,400
7
$10.6M 4.9%
582,200
+37,000
8
$9.59M 4.43%
109,530
+7,100
9
$9.09M 4.19%
86,414
+5,600
10
$8.62M 3.98%
511,300
-26,800
11
$7.93M 3.66%
+320,000
12
$5.64M 2.6%
+75,166
13
$1.89M 0.87%
+164,550
14
– –
0
15
– –
-124,900
16
– –
-39,500
17
– –
-193,600