Mountaineer Partners Management as of Sept. 30, 2025
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 | 661k | 29.36 | |
| Everus Constr Group (ECG) | 8.5 | $15M | 170k | 85.75 | |
| HudBay Minerals (HBM) | 8.4 | $15M | 955k | 15.16 | |
| Constellium Se Cl A Shs (CSTM) | 7.2 | $12M | 834k | 14.88 | |
| Allegheny Technologies Incorporated (ATI) | 6.8 | $12M | 144k | 81.34 | |
| Freeport-mcmoran CL B (FCX) | 6.7 | $12M | 294k | 39.22 | |
| Entegris (ENTG) | 6.6 | $11M | 123k | 92.46 | |
| Vishay Intertechnology (VSH) | 6.6 | $11M | 742k | 15.30 | |
| Carpenter Technology Corporation (CRS) | 5.8 | $10M | 41k | 245.54 | |
| Alcoa (AA) | 5.7 | $9.8M | 297k | 32.89 | |
| Standardaero (SARO) | 4.6 | $7.9M | 291k | 27.29 | |
| Builders FirstSource (BLDR) | 4.3 | $7.4M | 61k | 121.25 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 3.6 | $6.1M | 1.5M | 3.99 | |
| Kirby Corporation (KEX) | 3.2 | $5.5M | 65k | 83.45 | |
| Nexgen Energy (NXE) | 2.9 | $5.1M | 565k | 8.95 | |
| D.R. Horton (DHI) | 2.7 | $4.7M | 28k | 169.47 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 2.5 | $4.3M | 719k | 6.04 | |
| Uranium Energy (UEC) | 2.5 | $4.3M | 321k | 13.34 |
