Mountaineer Partners Management, LLC
16 holdingsFiling period: 2026-03-31Current AUM: $207.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | 584.0K | $34.3M | $26.1M | 12.62% | -24,478 | 2026-03-31 |
| 2 | — | CONSTELLIUM SE | 658.5K | $16.2M | $16.2M | 7.81% | -22,974 | 2026-03-31 |
| 3 | AA | ALCOA CORP | 233.7K | $15.5M | $10.6M | 5.11% | -8,307 | 2026-03-31 |
| 4 | HBM | HUDBAY MINERALS INC | 706.0K | $14.8M | $16.1M | 7.75% | -81,207 | 2026-03-31 |
| 5 | FCX | FREEPORT MCMORAN INC | 241.0K | $14.2M | $15.1M | 7.28% | -25,354 | 2026-03-31 |
| 6 | CRS | CARPENTER TECHNOLOGY CORP | 35.9K | $14.2M | $18.7M | 9.01% | -761 | 2026-03-31 |
| 7 | SXT | SENSIENT TECHNOLOGIES CORP | 156.6K | $13.5M | $19.4M | 9.35% | +39.5K | 2026-03-31 |
| 8 | ATI | ATI INC | 91.8K | $13.3M | $17.2M | 8.30% | -37,125 | 2026-03-31 |
| 9 | KEX | KIRBY CORP | 89.0K | $11.8M | $11.7M | 5.63% | +1.6K | 2026-03-31 |
| 10 | SARO | STANDARDAERO INC | 407.4K | $10.5M | $11.9M | 5.76% | +39.9K | 2026-03-31 |
| 11 | HMY | HARMONY GOLD MNG LTD | 666.7K | $10.2M | $10.5M | 5.07% | -- | 2026-03-31 |
| 12 | DHI | D R HORTON INC | 66.5K | $9.1M | $9.5M | 4.59% | +1.5K | 2026-03-31 |
| 13 | BLDR | BUILDERS FIRSTSOURCE INC | 98.2K | $8.1M | $6.5M | 3.15% | +4.1K | 2026-03-31 |
| 14 | — | ARDAGH METAL PACKAGING S A | 1.88M | $7.6M | $7.6M | 3.67% | +408.6K | 2026-03-31 |
| 15 | CCJ | CAMECO CORP | 42.4K | $4.6M | $3.7M | 1.77% | -- | 2026-03-31 |
| 16 | ULCC | FRONTIER GROUP HLDGS INC | 953.4K | $3.4M | $6.4M | 3.11% | -- | 2026-03-31 |
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