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 SJT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,115,811 | 732,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,343,086 | 719,054 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,299,942 | 719,054 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,976,368 | 719,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,753,976 | 719,054 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,660,498 | 719,054 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,995,995 | 737,930 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,808,799 | 720,000 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||