Mountaineer Partners Management as of June 30, 2025
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 16 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Everus Constr Group (ECG) | 8.7 | $13M | 206k | 63.53 | |
| Century Aluminum Company (CENX) | 8.4 | $13M | 705k | 18.02 | |
| HudBay Minerals (HBM) | 7.9 | $12M | 1.1M | 10.61 | |
| Vishay Intertechnology (VSH) | 7.8 | $12M | 743k | 15.88 | |
| Constellium Se Cl A Shs (CSTM) | 7.4 | $11M | 846k | 13.30 | |
| Carpenter Technology Corporation (CRS) | 7.3 | $11M | 40k | 276.38 | |
| Freeport-mcmoran CL B (FCX) | 7.2 | $11M | 253k | 43.35 | |
| Allegheny Technologies Incorporated (ATI) | 7.0 | $11M | 123k | 86.34 | |
| Entegris (ENTG) | 6.7 | $10M | 126k | 80.65 | |
| Standardaero (SARO) | 6.1 | $9.2M | 291k | 31.65 | |
| Alcoa (AA) | 5.9 | $9.0M | 305k | 29.51 | |
| Kirby Corporation (KEX) | 4.9 | $7.4M | 65k | 113.41 | |
| Builders FirstSource (BLDR) | 4.8 | $7.3M | 63k | 116.69 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 4.4 | $6.6M | 1.5M | 4.28 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 2.8 | $4.3M | 719k | 5.98 | |
| Nexgen Energy (NXE) | 2.6 | $3.9M | 565k | 6.94 |
