Mountaineer Partners Management

Latest statistics and disclosures from Mountaineer Partners Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CENX, ECG, HBM, CSTM, ATI, and represent 42.21% of Mountaineer Partners Management's stock portfolio.
  • Added to shares of these 5 stocks: DHI, UEC, ATI, FCX, CRS.
  • Started 2 new stock positions in UEC, DHI.
  • Reduced shares in these 8 stocks: ECG, HBM, CENX, ENTG, AA, BLDR, CSTM, VSH.
  • Mountaineer Partners Management was a net buyer of stock by $4.6M.
  • Mountaineer Partners Management has $172M in assets under management (AUM), dropping by 13.65%.
  • Central Index Key (CIK): 0001730532

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Portfolio Holdings for Mountaineer Partners Management

Mountaineer Partners Management holds 18 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Century Aluminum Company (CENX) 11.3 $19M -6% 661k 29.36
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Everus Constr Group (ECG) 8.5 $15M -17% 170k 85.75
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HudBay Minerals (HBM) 8.4 $15M -15% 955k 15.16
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Constellium Se Cl A Shs (CSTM) 7.2 $12M 834k 14.88
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Allegheny Technologies Incorporated (ATI) 6.8 $12M +17% 144k 81.34
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Freeport-mcmoran CL B (FCX) 6.7 $12M +16% 294k 39.22
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Entegris (ENTG) 6.6 $11M -2% 123k 92.46
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Vishay Intertechnology (VSH) 6.6 $11M 742k 15.30
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Carpenter Technology Corporation (CRS) 5.8 $10M +2% 41k 245.54
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Alcoa (AA) 5.7 $9.8M -2% 297k 32.89
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Standardaero (SARO) 4.6 $7.9M 291k 27.29
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Builders FirstSource (BLDR) 4.3 $7.4M -2% 61k 121.25
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Ardagh Metal Packaging S A SHS (AMBP) 3.6 $6.1M 1.5M 3.99
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Kirby Corporation (KEX) 3.2 $5.5M 65k 83.45
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Nexgen Energy (NXE) 2.9 $5.1M 565k 8.95
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D.R. Horton (DHI) 2.7 $4.7M NEW 28k 169.47
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San Juan Basin Rty Tr Unit Ben Int (SJT) 2.5 $4.3M 719k 6.04
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Uranium Energy (UEC) 2.5 $4.3M NEW 321k 13.34
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Past Filings by Mountaineer Partners Management

SEC 13F filings are viewable for Mountaineer Partners Management going back to 2018

View all past filings