Mountaineer Partners Management, LLC 13F Holdings

CIK 0001730532 · New York, NY

As of Sep 30, 2025, Mountaineer Partners Management, LLC reported 18 positions worth 71.9M in its SEC Form 13F filing.

Top 18 holdings

SecurityTickerSectorSharesValue% of portfolio
CENTURY ALUMINUM COCENXBasic Materials661,043 9.4M11.29%
EVERUS CONSTRUCTION GROUP INCECGConsumer Cyclical169,844 4.6M8.47%
HUDBAY MINERALS INCHBMBasic Materials955,419 4.5M8.42%
CONSTELLIUM SECSTMBasic Materials833,776 2.4M7.22%
ATI INCATIIndustrials144,020 1.7M6.81%
FREEPORT-MCMORAN INCFCXBasic Materials294,049 1.5M6.71%
ENTEGRIS INCENTGTechnology123,234 1.4M6.63%
VISHAY INTERTECHNOLOGY INCVSHTechnology742,177 1.4M6.60%
CARPENTER TECHNOLOGY CORPCRSIndustrials40,849 0.0M5.83%
ALCOA CORPAABasic Materials296,642$9.8M5.67%
STANDARDAERO INCSAROIndustrials290,730$7.9M4.61%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials60,759$7.4M4.28%
ARDAGH METAL PACKAGING SAAMBPConsumer Cyclical1,538,484$6.1M3.57%
KIRBY CORPKEXIndustrials65,431$5.5M3.18%
NEXGEN ENERGY LTDNXEBasic Materials564,507$5.1M2.94%
HORTON D R INCDHIConsumer Cyclical27,876$4.7M2.75%
SAN JUAN BASIN RTY TRSJT—719,054$4.3M2.53%
URANIUM ENERGY CORPUECBasic Materials320,952$4.3M2.49%