Mountaineer Partners Management, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $110.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CENX | Century Alum Co | 503.3K | $23.2M | $16.8M | 15.21% | -80,688 | 2026-06-30 |
| 2 | SXT | Sensient Technologies Corp | 131.7K | $16.2M | $15.7M | 14.18% | -24,857 | 2026-06-30 |
| 3 | — | Constellium SE | 482.1K | $15.4M | $15.4M | 13.88% | -176,360 | 2026-06-30 |
| 4 | SARO | Standardaero Inc | 464.6K | $13.9M | $12.8M | 11.59% | +57.2K | 2026-06-30 |
| 5 | CRS | Carpenter Technology Corp | 20.9K | $12.9M | $5.8M | 5.25% | -15,035 | 2026-06-30 |
| 6 | ATI | Ati Inc | 60.4K | $11.9M | $10.6M | 9.59% | -31,365 | 2026-06-30 |
| 7 | MIDD | Middleby Corp | 67.5K | $11.6M | $9.2M | 8.33% | -- | 2026-06-30 |
| 8 | AA | Alcoa Corp | 208.2K | $10.9M | $8.2M | 7.43% | -25,522 | 2026-06-30 |
| 9 | HMY | Harmony Gold Mng Ltd | 612.9K | $9.3M | $10.5M | 9.50% | -53,786 | 2026-06-30 |
| 10 | CCJ | Cameco Corp | 39.9K | $4.1M | $2.8M | 2.57% | -2,521 | 2026-06-30 |
| 11 | — | Ardagh Metal Packaging S A | 574.2K | $2.7M | $2.7M | 2.46% | -1,303,875 | 2026-06-30 |
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