Mountaineer Partners Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$151.3B
Holdings
16
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ECGEVERUS CONSTR GROUP | 206,218 | $13.1B | 8.66% | |
| 2 | CENXCENTURY ALUM CO | 705,150 | $12.7B | 8.40% | |
| 3 | HBMHUDBAY MINERALS INC | 1,124,432 | $11.9B | 7.89% | |
| 4 | VSHVISHAY INTERTECHNOLOGY INC | 742,505 | $11.8B | 7.79% | |
| 5 | CSTMCONSTELLIUM SE | 845,682 | $11.2B | 7.43% | |
| 6 | CRSCARPENTER TECHNOLOGY CORP | 39,982 | $11.1B | 7.30% | |
| 7 | FCXFREEPORT-MCMORAN INC | 252,961 | $11.0B | 7.25% | |
| 8 | ATDATI INC | 122,970 | $10.6B | 7.02% | |
| 9 | ENQENTEGRIS INC | 126,230 | $10.2B | 6.73% | |
| 10 | SAROSTANDARDAERO INC | 290,730 | $9.2B | 6.08% | |
| 11 | AAALCOA CORP | 304,781 | $9.0B | 5.94% | |
| 12 | KEXKIRBY CORP | 65,431 | $7.4B | 4.90% | |
| 13 | BLDRBUILDERS FIRSTSOURCE INC | 62,464 | $7.3B | 4.82% | |
| 14 | AMBPARDAGH METAL PACKAGING S A | 1,538,484 | $6.6B | 4.35% | |
| 15 | SJTSAN JUAN BASIN RTY TR | 719,054 | $4.3B | 2.84% | |
| 16 | NXENEXGEN ENERGY LTD | 564,507 | $3.9B | 2.59% |