Mountaineer Partners Management, LLC
Top Portfolio Positions
16 positions ·
$201,324,443 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CENX |
Century Aluminum Co
Basic Materials
|
583,997 | $34,274,783 | 17.02% | |
| CSTM |
Constellium SE
Basic Materials
|
658,490 | $16,185,683 | 8.04% | |
| AA |
Alcoa Corp
Basic Materials
|
233,687 | $15,500,457 | 7.70% | |
| HBM |
Hudbay Minerals Inc.
Basic Materials
|
706,040 | $14,756,235 | 7.33% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
240,973 | $14,164,392 | 7.04% | |
| CRS |
Carpenter Technology Corp
Industrials
|
35,929 | $14,161,414 | 7.03% | |
| SXT |
Sensient Technologies Corp
Basic Materials
|
156,584 | $13,535,120 | 6.72% | |
| ATI |
Ati Inc
Industrials
|
91,784 | $13,350,900 | 6.63% | |
| KEX |
Kirby Corp
Industrials
|
89,017 | $11,828,578 | 5.88% | |
| SARO |
StandardAero, Inc.
Industrials
|
407,435 | $10,524,045 | 5.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ATI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,350,900 | 91,784 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,793,596 | 128,909 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,714,585 | 144,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,617,228 | 122,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,436,941 | 181,375 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,054,156 | 182,670 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,410,891 | 140,650 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $11,593,097 | 209,073 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,096,383 | 236,396 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,451,118 | 251,839 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,285,853 | 249,960 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,005,706 | 248,829 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $5,840,286 | 195,589 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,601,591 | 210,507 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,780,613 | 210,507 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,650,007 | 210,507 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,503,986 | 659,384 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,350,749 | 562,282 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,108,092 | 436,839 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,208,252 | 437,239 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,213,480 | 430,142 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,878,837 | 330,142 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,364,146 | 330,142 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,876,680 | 338,433 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||