Mountaineer Partners Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$171.9B
Holdings
18
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CENXCENTURY ALUM CO | 661,043 | $19.4B | 11.29% | |
| 2 | ECGEVERUS CONSTR GROUP | 169,844 | $14.6B | 8.47% | |
| 3 | HBMHUDBAY MINERALS INC | 955,419 | $14.5B | 8.42% | |
| 4 | CSTMCONSTELLIUM SE | 833,776 | $12.4B | 7.22% | |
| 5 | ATDATI INC | 144,020 | $11.7B | 6.81% | |
| 6 | FCXFREEPORT-MCMORAN INC | 294,049 | $11.5B | 6.71% | |
| 7 | ENQENTEGRIS INC | 123,234 | $11.4B | 6.63% | |
| 8 | VSHVISHAY INTERTECHNOLOGY INC | 742,177 | $11.4B | 6.60% | |
| 9 | CRSCARPENTER TECHNOLOGY CORP | 40,849 | $10.0B | 5.83% | |
| 10 | AAALCOA CORP | 296,642 | $9.8B | 5.67% | |
| 11 | SAROSTANDARDAERO INC | 290,730 | $7.9B | 4.61% | |
| 12 | BLDRBUILDERS FIRSTSOURCE INC | 60,759 | $7.4B | 4.28% | |
| 13 | AMBPARDAGH METAL PACKAGING S A | 1,538,484 | $6.1B | 3.57% | |
| 14 | KEXKIRBY CORP | 65,431 | $5.5B | 3.18% | |
| 15 | NXENEXGEN ENERGY LTD | 564,507 | $5.1B | 2.94% | |
| 16 | DHID R HORTON INC | 27,876 | $4.7B | 2.75% | |
| 17 | SJTSAN JUAN BASIN RTY TR | 719,054 | $4.3B | 2.53% | |
| 18 | U6ZURANIUM ENERGY CORP | 320,952 | $4.3B | 2.49% |