Mountaineer Partners Management as of Dec. 31, 2025
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 | 609k | 39.18 | |
| HudBay Minerals (HBM) | 8.7 | $16M | 787k | 19.85 | |
| Allegheny Technologies Incorporated (ATI) | 8.3 | $15M | 129k | 114.76 | |
| Freeport-mcmoran CL B (FCX) | 7.6 | $14M | 266k | 50.79 | |
| Alcoa (AA) | 7.2 | $13M | 242k | 53.14 | |
| Constellium Se Cl A Shs (CSTM) | 7.2 | $13M | 682k | 18.85 | |
| Carpenter Technology Corporation (CRS) | 6.5 | $12M | 37k | 314.84 | |
| Sensient Technologies Corporation (SXT) | 6.2 | $11M | 117k | 93.95 | |
| Standardaero (SARO) | 5.9 | $11M | 368k | 28.68 | |
| Builders FirstSource (BLDR) | 5.4 | $9.7M | 94k | 102.89 | |
| Kirby Corporation (KEX) | 5.4 | $9.6M | 87k | 110.18 | |
| D.R. Horton (DHI) | 5.2 | $9.4M | 65k | 144.03 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 3.4 | $6.0M | 1.5M | 4.10 | |
| Nexgen Energy (NXE) | 2.8 | $4.9M | 538k | 9.20 | |
| Frontier Group Hldgs (ULCC) | 2.5 | $4.5M | 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 | 42k | 91.49 |
