Mountaineer Partners Management, LLC
CIK: 0001730532SEC EDGAR →
Portfolio Value
$178.7M
Holdings
17
As of
Q4 2025
New Positions
3
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CENTURY ALUM CO | 608,475 | $23.8M | 13.34% |
| 2 | HUDBAY MINERALS INC | 787,247 | $15.6M | 8.74% |
| 3 | ATI INC | 128,909 | $14.8M | 8.28% |
| 4 | FREEPORT-MCMORAN INC | 266,327 | $13.5M | 7.57% |
| 5 | ALCOA CORP | 241,994 | $12.9M | 7.19% |
| 6 | CONSTELLIUM SE | 681,464 | $12.8M | 7.19% |
| 7 | CARPENTER TECHNOLOGY CORP | 36,690 | $11.6M | 6.46% |
| 8 | SENSIENT TECHNOLOGIES CORP | 117,090 | $11.0M | 6.15% |
| 9 | STANDARDAERO INC | 367,498 | $10.5M | 5.90% |
| 10 | BUILDERS FIRSTSOURCE INC | 94,091 | $9.7M | 5.42% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Basic Materials | 5 | $78.7M | 44.0% |
| Industrials | 5 | $45.9M | 25.7% |
| Unknown | 2 | $25.8M | 14.4% |
| Consumer Cyclical | 2 | $15.4M | 8.6% |
| Energy | 2 | $9.1M | 5.1% |
| Communication Services | 1 | $3.9M | 2.2% |