Mountaineer Partners Management
Latest statistics and disclosures from Mountaineer Partners Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CENX, CSTM, AA, HBM, FCX, and represent 47.13% of Mountaineer Partners Management's stock portfolio.
- Added to shares of these 7 stocks: HMY (+$10M), SXT, AMBP, SARO, BLDR, DHI, KEX.
- Started 1 new stock position in HMY.
- Reduced shares in these 9 stocks: ATI (-$5.4M), NXE, SJT, HBM, FCX, CENX, CSTM, AA, CRS.
- Sold out of its positions in NXE, SJT.
- Mountaineer Partners Management was a net seller of stock by $-3.4M.
- Mountaineer Partners Management has $201M in assets under management (AUM), dropping by 12.64%.
- Central Index Key (CIK): 0001730532
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Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Century Aluminum Company (CENX) | 17.0 | $34M | -4% | 584k | 58.69 |
|
| Constellium Se Cl A Shs (CSTM) | 8.0 | $16M | -3% | 659k | 24.58 |
|
| Alcoa (AA) | 7.7 | $16M | -3% | 234k | 66.33 |
|
| HudBay Minerals (HBM) | 7.3 | $15M | -10% | 706k | 20.90 |
|
| Freeport Mcmoran CL B (FCX) | 7.0 | $14M | -9% | 241k | 58.78 |
|
| Carpenter Technology Corporation (CRS) | 7.0 | $14M | -2% | 36k | 394.15 |
|
| Sensient Technologies Corporation (SXT) | 6.7 | $14M | +33% | 157k | 86.44 |
|
| Allegheny Technologies Incorporated (ATI) | 6.6 | $13M | -28% | 92k | 145.46 |
|
| Kirby Corporation (KEX) | 5.9 | $12M | 89k | 132.88 |
|
|
| Standardaero (SARO) | 5.2 | $11M | +10% | 407k | 25.83 |
|
| Harmony Gold Mng Sponsored Adr (HMY) | 5.1 | $10M | NEW | 667k | 15.37 |
|
| D.R. Horton (DHI) | 4.5 | $9.1M | +2% | 67k | 137.22 |
|
| Builders FirstSource (BLDR) | 4.0 | $8.1M | +4% | 98k | 82.33 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 3.8 | $7.6M | +27% | 1.9M | 4.05 |
|
| Cameco Corporation (CCJ) | 2.3 | $4.6M | 42k | 108.61 |
|
|
| Frontier Group Hldgs (ULCC) | 1.7 | $3.4M | 953k | 3.53 |
|
Past Filings by Mountaineer Partners Management
SEC 13F filings are viewable for Mountaineer Partners Management going back to 2018
- 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
- Mountaineer Partners Management 2022 Q2 filed Aug. 15, 2022
- Mountaineer Partners Management 2022 Q1 filed May 16, 2022