Mountaineer Partners Management as of June 30, 2026
Portfolio Holdings for Mountaineer Partners Management
Mountaineer Partners Management holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Century Aluminum Company (CENX) | 17.5 | $23M | 503k | 46.01 | |
| Sensient Technologies Corporation (SXT) | 12.3 | $16M | 132k | 123.29 | |
| Constellium Se Cl A Shs (CSTM) | 11.6 | $15M | 482k | 31.87 | |
| Standardaero (SARO) | 10.5 | $14M | 465k | 29.91 | |
| Carpenter Technology Corporation (CRS) | 9.8 | $13M | 21k | 616.84 | |
| Allegheny Technologies Incorporated (ATI) | 9.0 | $12M | 60k | 197.10 | |
| Middleby Corporation (MIDD) | 8.8 | $12M | 68k | 172.01 | |
| Alcoa (AA) | 8.2 | $11M | 208k | 52.14 | |
| Harmony Gold Mng Sponsored Adr (HMY) | 7.1 | $9.3M | 613k | 15.21 | |
| Cameco Corporation (CCJ) | 3.1 | $4.1M | 40k | 101.86 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 2.1 | $2.7M | 574k | 4.74 |
