Mountaineer Partners Management, LLC
CIK: 0001730532Latest portfolio: $178.7M · Q4 2025
Holdings
17
Total Value
$178.7M
New Positions
3
Closed Positions
4
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CENXCENTURY ALUM CO | 608,475 | $23.8M | 13.34% | -52,568 | |
| 2 | HBMHUDBAY MINERALS INC | 787,247 | $15.6M | 8.74% | -168,172 | |
| 3 | ATDATI INC | 128,909 | $14.8M | 8.28% | -15,111 | |
| 4 | FCXFREEPORT-MCMORAN INC | 266,327 | $13.5M | 7.57% | -27,722 | |
| 5 | AAALCOA CORP | 241,994 | $12.9M | 7.19% | -54,648 | |
| 6 | CSTMCONSTELLIUM SE | 681,464 | $12.8M | 7.19% | -152,312 | |
| 7 | CRSCARPENTER TECHNOLOGY CORP | 36,690 | $11.6M | 6.46% | -4,159 | |
| 8 | SSFSENSIENT TECHNOLOGIES CORP | 117,090 | $11.0M | 6.15% | NEW | |
| 9 | SAROSTANDARDAERO INC | 367,498 | $10.5M | 5.90% | +77K | |
| 10 | BLDRBUILDERS FIRSTSOURCE INC | 94,091 | $9.7M | 5.42% | +33K | |
| 11 | KEXKIRBY CORP | 87,444 | $9.6M | 5.39% | +22K | |
| 12 | DHID R HORTON INC | 65,004 | $9.4M | 5.24% | +37K | |
| 13 | AMBPARDAGH METAL PACKAGING S A | 1,469,480 | $6.0M | 3.37% | -69,004 | |
| 14 | NXENEXGEN ENERGY LTD | 538,042 | $4.9M | 2.77% | -26,465 | |
| 15 | ULCCFRONTIER GROUP HLDGS INC | 953,375 | $4.5M | 2.51% | NEW | |
| 16 | SJTSAN JUAN BASIN RTY TR | 732,351 | $4.1M | 2.30% | +13K | |
| 17 | CCOCAMECO CORP | 42,424 | $3.9M | 2.17% | NEW |
Quarterly Changes
Sector Breakdown
Basic Materials0.0% ($2383915626135261.5T)
Industrials0.0% ($1155110539968.1T)
Unknown0.0% ($1.5T)
Consumer Cyclical0.0% ($93.6B)
Energy0.0% ($49.5B)
Communication Services0.0% ($3.9M)
Filing History
Fund Information
Mountaineer Partners Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $178.7M across 17 holdings. The largest position is CENTURY ALUM CO (CENX), representing 13.3% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.