Q3 2025 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2025-11-14 · accession 0000919574-25-006893
$171.9M
Reported value
18
Positions
2025-09-30
Period end
The Brief · Mountaineer Partners Management, LLC · Q3 2025
AI · grounded in 13F
Mountaineer Partners Management, LLC established a new position in Century Alum Co CENX valued at $19.4M. The fund also initiated new stakes in Everus Constr Group ECG for $14.6M and Hudbay Minerals Inc HBM for $14.5M. Additional new positions include Constellium SE CSTM at $12.4M, ATI Inc ATI at $11.7M, and Freeport-McMoRan Inc FCX at $11.5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 156431108 | CENX | CENTURY ALUM CO | $19.4M | 11.3% | 661,043 | Common | SOLE |
| 300426103 | ECG | EVERUS CONSTR GROUP | $14.6M | 8.47% | 169,844 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $14.5M | 8.42% | 955,419 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $12.4M | 7.22% | 833,776 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $11.7M | 6.81% | 144,020 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $11.5M | 6.71% | 294,049 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $11.4M | 6.63% | 123,234 | Common | SOLE |
| 928298108 | VSH | VISHAY INTERTECHNOLOGY INC | $11.4M | 6.60% | 742,177 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $10.0M | 5.83% | 40,849 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $9.8M | 5.67% | 296,642 | Common | SOLE |
| 85423L103 | SARO | STANDARDAERO INC | $7.9M | 4.61% | 290,730 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $7.4M | 4.28% | 60,759 | Common | SOLE |
| L02235106 | AMBP | ARDAGH METAL PACKAGING S A | $6.1M | 3.57% | 1,538,484 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $5.5M | 3.18% | 65,431 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $5.1M | 2.94% | 564,507 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $4.7M | 2.75% | 27,876 | Common | SOLE |
| 798241105 | SJT | SAN JUAN BASIN RTY TR | $4.3M | 2.53% | 719,054 | Common | SOLE |
| 916896103 | UEC | URANIUM ENERGY CORP | $4.3M | 2.49% | 320,952 | 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.