Mountaineer Partners Management
Latest statistics and disclosures from Mountaineer Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CENX, HBM, ATI, FCX, AA, and represent 45.12% of Mountaineer Partners Management's stock portfolio.
- Added to shares of these 8 stocks: SXT (+$11M), DHI (+$5.3M), ULCC, CCJ, BLDR, KEX, SARO, SJT.
- Started 3 new stock positions in SXT, ULCC, CCJ.
- Reduced shares in these 10 stocks: ECG (-$15M), , VSH (-$11M), UEC, HBM, AA, CSTM, CENX, ATI, FCX.
- Sold out of its positions in ENTG, ECG, UEC, VSH.
- Mountaineer Partners Management was a net seller of stock by $-25M.
- Mountaineer Partners Management has $179M in assets under management (AUM), dropping by 3.94%.
- Central Index Key (CIK): 0001730532
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Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Century Aluminum Company (CENX) | 13.3 | $24M | -7% | 609k | 39.18 |
|
| HudBay Minerals (HBM) | 8.7 | $16M | -17% | 787k | 19.85 |
|
| Allegheny Technologies Incorporated (ATI) | 8.3 | $15M | -10% | 129k | 114.76 |
|
| Freeport-mcmoran CL B (FCX) | 7.6 | $14M | -9% | 266k | 50.79 |
|
| Alcoa (AA) | 7.2 | $13M | -18% | 242k | 53.14 |
|
| Constellium Se Cl A Shs (CSTM) | 7.2 | $13M | -18% | 682k | 18.85 |
|
| Carpenter Technology Corporation (CRS) | 6.5 | $12M | -10% | 37k | 314.84 |
|
| Sensient Technologies Corporation (SXT) | 6.2 | $11M | NEW | 117k | 93.95 |
|
| Standardaero (SARO) | 5.9 | $11M | +26% | 368k | 28.68 |
|
| Builders FirstSource (BLDR) | 5.4 | $9.7M | +54% | 94k | 102.89 |
|
| Kirby Corporation (KEX) | 5.4 | $9.6M | +33% | 87k | 110.18 |
|
| D.R. Horton (DHI) | 5.2 | $9.4M | +133% | 65k | 144.03 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 3.4 | $6.0M | -4% | 1.5M | 4.10 |
|
| Nexgen Energy (NXE) | 2.8 | $4.9M | -4% | 538k | 9.20 |
|
| Frontier Group Hldgs (ULCC) | 2.5 | $4.5M | NEW | 953k | 4.71 |
|
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 2.3 | $4.1M | 732k | 5.62 |
|
|
| Cameco Corporation (CCJ) | 2.2 | $3.9M | NEW | 42k | 91.49 |
|
Past Filings by Mountaineer Partners Management
SEC 13F filings are viewable for Mountaineer Partners Management going back to 2018
- Mountaineer Partners Management 2025 Q4 filed Feb. 13, 2026
- Mountaineer Partners Management 2025 Q3 filed Nov. 14, 2025
- Mountaineer Partners Management 2025 Q2 filed Aug. 14, 2025
- Mountaineer Partners Management 2025 Q1 filed May 15, 2025
- Mountaineer Partners Management 2024 Q4 filed Feb. 14, 2025
- Mountaineer Partners Management 2024 Q3 restated filed Nov. 15, 2024
- Mountaineer Partners Management 2024 Q1 filed May 15, 2024
- Mountaineer Partners Management 2023 Q4 filed Feb. 14, 2024
- Mountaineer Partners Management 2023 Q3 filed Nov. 14, 2023
- Mountaineer Partners Management 2023 Q2 filed Aug. 14, 2023
- Mountaineer Partners Management 2023 Q1 filed May 15, 2023
- Mountaineer Partners Management 2022 Q4 filed Feb. 14, 2023
- Mountaineer Partners Management 2022 Q3 filed Nov. 14, 2022
- Mountaineer Partners Management 2022 Q2 filed Aug. 15, 2022
- Mountaineer Partners Management 2022 Q1 filed May 16, 2022
- Mountaineer Partners Management 2021 Q4 filed Feb. 14, 2022