Mountaineer Partners Management, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $118.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | 503.3K | $23.2M | $20.0M | 16.89% | -80,688 | 2026-06-30 |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | 131.7K | $16.2M | $16.7M | 14.10% | -24,857 | 2026-06-30 |
| 3 | — | CONSTELLIUM SE | 482.1K | $15.4M | $15.4M | 12.99% | -176,360 | 2026-06-30 |
| 4 | SARO | STANDARDAERO INC | 464.6K | $13.9M | $10.8M | 9.14% | +57.2K | 2026-06-30 |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | 20.9K | $12.9M | $8.7M | 7.33% | -15,035 | 2026-06-30 |
| 6 | ATI | ATI INC | 60.4K | $11.9M | $11.3M | 9.53% | -31,365 | 2026-06-30 |
| 7 | MIDD | MIDDLEBY CORP | 67.5K | $11.6M | $7.5M | 6.34% | -- | 2026-06-30 |
| 8 | AA | ALCOA CORP | 208.2K | $10.9M | $9.7M | 8.18% | -25,522 | 2026-06-30 |
| 9 | HMY | HARMONY GOLD MNG LTD | 612.9K | $9.3M | $12.0M | 10.12% | -53,786 | 2026-06-30 |
| 10 | CCJ | CAMECO CORP | 39.9K | $4.1M | $3.6M | 3.07% | -2,521 | 2026-06-30 |
| 11 | — | ARDAGH METAL PACKAGING S A | 574.2K | $2.7M | $2.7M | 2.30% | -1,303,875 | 2026-06-30 |
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