Institutions / Mountaineer Partners Management, LLC
Mountaineer Partners Management, LLC
CIK 1730532 · Institution · as of Dec 31, 2025
Portfolio value
$178.72M
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Century Aluminum Co | $23.84M | 13.3% |
| Hudbay Minerals Inc. | $15.63M | 8.7% |
| ATI Inc | $14.79M | 8.3% |
| Freeport-McMoran Inc | $13.53M | 7.6% |
| Alcoa Corp | $12.86M | 7.2% |
| Constellium SE | $12.85M | 7.2% |
| Carpenter Technology Corp | $11.55M | 6.5% |
| Sensient Technologies Corp | $11.00M | 6.2% |
| StandardAero, Inc.SARO | $10.54M | 5.9% |
| Builders FirstSource Inc | $9.68M | 5.4% |
| Kirby Corp | $9.63M | 5.4% |
| Horton D R Inc /De | $9.36M | 5.2% |
| Ardagh Metal Packaging S a | $6.02M | 3.4% |
| Nexgen Energy Ltd | $4.95M | 2.8% |
| Frontier Group Holdings, Inc.ULCC | $4.49M | 2.5% |
| San Juan Basin Royalty Trust | $4.12M | 2.3% |
| Cameco Corp | $3.88M | 2.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.