Q2 2025 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2025-08-14 · accession 0000919574-25-004802
$151.3M
Reported value
16
Positions
2025-06-30
Period end
The Brief · Mountaineer Partners Management, LLC · Q2 2025
AI · grounded in 13F
Mountaineer Partners Management, LLC established a new position in Everus Constr Group ECG valued at $13.1M. The fund also initiated new stakes in Century Alum Co CENX for $12.7M and Hudbay Minerals Inc HBM for $11.9M. These moves contributed to a portfolio of 16 positions with total assets under management of $151.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 300426103 | ECG | EVERUS CONSTR GROUP | $13.1M | 8.66% | 206,218 | Common | SOLE |
| 156431108 | CENX | CENTURY ALUM CO | $12.7M | 8.40% | 705,150 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $11.9M | 7.89% | 1,124,432 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $11.8M | 7.79% | 742,505 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $11.2M | 7.43% | 845,682 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $11.1M | 7.30% | 39,982 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $11.0M | 7.25% | 252,961 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $10.6M | 7.02% | 122,970 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $10.2M | 6.73% | 126,230 | Common | SOLE |
| 85423L103 | SARO | STANDARDAERO INC | $9.2M | 6.08% | 290,730 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $9.0M | 5.94% | 304,781 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $7.4M | 4.90% | 65,431 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $7.3M | 4.82% | 62,464 | Common | SOLE |
| L02235106 | AMBP | ARDAGH METAL PACKAGING S A | $6.6M | 4.35% | 1,538,484 | Common | SOLE |
| 798241105 | SJT | SAN JUAN BASIN RTY TR | $4.3M | 2.84% | 719,054 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $3.9M | 2.59% | 564,507 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.