Mountaineer Partners Management
Latest statistics and disclosures from Mountaineer Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CENX, SXT, CSTM, SARO, CRS, and represent 59.32% of Mountaineer Partners Management's stock portfolio.
- Added to shares of these 2 stocks: MIDD (+$12M), SARO.
- Started 1 new stock position in MIDD.
- Reduced shares in these 10 stocks: HBM (-$15M), , KEX (-$12M), CRS (-$9.3M), , , ATI (-$6.2M), AMBP (-$6.2M), CSTM (-$5.6M), CENX.
- Sold out of its positions in BLDR, DHI, FCX, ULCC, HBM, KEX.
- Mountaineer Partners Management was a net seller of stock by $-84M.
- Mountaineer Partners Management has $138M in assets under management (AUM), dropping by -31.71%.
- Central Index Key (CIK): 0001730532
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Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 12 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Century Aluminum Company (CENX) | 16.8 | $23M | -13% | 503k | 46.01 |
|
| Sensient Technologies Corporation (SXT) | 11.8 | $16M | -15% | 132k | 123.29 |
|
| Constellium Se Cl A Shs (CSTM) | 11.2 | $15M | -26% | 482k | 31.87 |
|
| Standardaero (SARO) | 10.1 | $14M | +14% | 465k | 29.91 |
|
| Carpenter Technology Corporation (CRS) | 9.4 | $13M | -41% | 21k | 616.84 |
|
| Allegheny Technologies Incorporated (ATI) | 8.7 | $12M | -34% | 60k | 197.10 |
|
| Middleby Corporation (MIDD) | 8.5 | $12M | NEW | 68k | 172.01 |
|
| Alcoa (AA) | 7.9 | $11M | -10% | 208k | 52.14 |
|
| Harmony Gold Mng Sponsored Adr (HMY) | 6.8 | $9.3M | -8% | 613k | 15.21 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 4.0 | $5.4M | -69% | 1.1M | 4.74 |
|
| Cameco Corporation (CCJ) | 3.0 | $4.1M | -5% | 40k | 101.86 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 2.0 | $2.7M | -69% | 574k | 4.74 |
|
Past Filings by Mountaineer Partners Management
SEC 13F filings are viewable for Mountaineer Partners Management going back to 2018
- Mountaineer Partners Management 2026 Q2 amended filed Aug. 14, 2026
- Mountaineer Partners Management 2026 Q2 filed Aug. 13, 2026
- Mountaineer Partners Management 2026 Q1 filed May 15, 2026
- 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