Universe · entity
Mountaineer Partners Management, LLC
Institutional manager (13F) · CIK 1730532
13F holdings · as of 2026-03-31 · top 16 · reported portfolio $201M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CENTURY ALUM CO | $34M | 583,997 |
| 2 | CONSTELLIUM SE | $16M | 658,490 |
| 3 | ALCOA CORP | $16M | 233,687 |
| 4 | HUDBAY MINERALS INC | $15M | 706,040 |
| 5 | FREEPORT MCMORAN INC | $14M | 240,973 |
| 6 | CARPENTER TECHNOLOGY CORP | $14M | 35,929 |
| 7 | SENSIENT TECHNOLOGIES CORP | $14M | 156,584 |
| 8 | ATI INC | $13M | 91,784 |
| 9 | KIRBY CORP | $12M | 89,017 |
| 10 | STANDARDAERO INC | $11M | 407,435 |
| 11 | HARMONY GOLD MNG LTD | $10M | 666,735 |
| 12 | D R HORTON INC | $9M | 66,541 |
| 13 | BUILDERS FIRSTSOURCE INC | $8M | 98,203 |
| 14 | ARDAGH METAL PACKAGING S A | $8M | 1,878,082 |
| 15 | CAMECO CORP | $5M | 42,424 |
| 16 | FRONTIER GROUP HLDGS INC | $3M | 953,375 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.