Mountaineer Partners Management as of March 31, 2026
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 | 584k | 58.69 | |
| Constellium Se Cl A Shs (CSTM) | 8.0 | $16M | 659k | 24.58 | |
| Alcoa (AA) | 7.7 | $16M | 234k | 66.33 | |
| HudBay Minerals (HBM) | 7.3 | $15M | 706k | 20.90 | |
| Freeport Mcmoran CL B (FCX) | 7.0 | $14M | 241k | 58.78 | |
| Carpenter Technology Corporation (CRS) | 7.0 | $14M | 36k | 394.15 | |
| Sensient Technologies Corporation (SXT) | 6.7 | $14M | 157k | 86.44 | |
| Allegheny Technologies Incorporated (ATI) | 6.6 | $13M | 92k | 145.46 | |
| Kirby Corporation (KEX) | 5.9 | $12M | 89k | 132.88 | |
| Standardaero (SARO) | 5.2 | $11M | 407k | 25.83 | |
| Harmony Gold Mng Sponsored Adr (HMY) | 5.1 | $10M | 667k | 15.37 | |
| D.R. Horton (DHI) | 4.5 | $9.1M | 67k | 137.22 | |
| Builders FirstSource (BLDR) | 4.0 | $8.1M | 98k | 82.33 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 3.8 | $7.6M | 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 |
