Mountaineer Partners Management, LLC
Top Portfolio Positions
16 positions ·
$172,700,015 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CENX |
Century Aluminum Co
Basic Materials
|
608,475 | $23,840,050 | 13.80% |
| HBM |
Hudbay Minerals Inc.
Basic Materials
|
787,247 | $15,626,852 | 9.05% |
| ATI |
Ati Inc
Industrials
|
128,909 | $14,793,596 | 8.57% |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
266,327 | $13,526,747 | 7.83% |
| AA |
Alcoa Corp
Basic Materials
|
241,994 | $12,859,560 | 7.45% |
| CSTM |
Constellium Se
Basic Materials
|
681,464 | $12,845,596 | 7.44% |
| CRS |
Carpenter Technology Corp
Industrials
|
36,690 | $11,551,478 | 6.69% |
| SXT |
Sensient Technologies Corp
Basic Materials
|
117,090 | $11,000,605 | 6.37% |
| SARO |
StandardAero, Inc.
Industrials
|
367,498 | $10,539,842 | 6.10% |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
94,091 | $9,681,022 | 5.61% |
Portfolio Trend
Holdings in CSTM
Export CSVShares Held
Position Value (USD)
21 of 21 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $12,845,596 | 681,464 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,406,586 | 833,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,247,570 | 845,682 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,469,465 | 542,068 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,111,944 | 887,239 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,928,917 | 549,134 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,439,495 | 500,769 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,249,868 | 554,042 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,171,807 | 609,810 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,445,871 | 573,949 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,868,981 | 573,778 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,599,583 | 497,355 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $6,089,346 | 338,297 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,742,865 | 599,825 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,393,694 | 606,693 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,241,708 | 593,230 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,163,221 | 827,430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,243,376 | 875,152 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,783,683 | 991,552 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,123,087 | 406,652 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,660,094 | 894,452 | Shares | Sole | 2020-05-14 | |
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