Q1 2026 · 13F-HR
Mountaineer Partners Management, LLCholdings as filed
Filed 2026-05-15 · accession 0000919574-26-003280
$201.3M
Reported value
16
Positions
2026-03-31
Period end
The Brief · Mountaineer Partners Management, LLC · Q1 2026
AI · grounded in 13F
Mountaineer Partners Management, LLC established a new position in HMY valued at $10.2M. The fund closed its positions in NXE, reducing exposure by $4.9M, and SJT, reducing exposure by $4.1M. Additionally, the fund increased its stake in SXT by 33.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 156431108 | CENX | CENTURY ALUM CO | $34.3M | 17.0% | 583,997 | Common | SOLE |
| F21107101 | CSTM | CONSTELLIUM SE | $16.2M | 8.04% | 658,490 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $15.5M | 7.70% | 233,687 | Common | SOLE |
| 443628102 | HBM | HUDBAY MINERALS INC | $14.8M | 7.33% | 706,040 | Common | SOLE |
| 35671D857 | FCX | FREEPORT MCMORAN INC | $14.2M | 7.04% | 240,973 | Common | SOLE |
| 144285103 | CRS | CARPENTER TECHNOLOGY CORP | $14.2M | 7.03% | 35,929 | Common | SOLE |
| 81725T100 | SXT | SENSIENT TECHNOLOGIES CORP | $13.5M | 6.72% | 156,584 | Common | SOLE |
| 01741R102 | ATI | ATI INC | $13.4M | 6.63% | 91,784 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $11.8M | 5.88% | 89,017 | Common | SOLE |
| 85423L103 | SARO | STANDARDAERO INC | $10.5M | 5.23% | 407,435 | Common | SOLE |
| 413216300 | HMY | HARMONY GOLD MNG LTD | $10.2M | 5.09% | 666,735 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $9.1M | 4.54% | 66,541 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $8.1M | 4.02% | 98,203 | Common | SOLE |
| L02235106 | AMBP | ARDAGH METAL PACKAGING S A | $7.6M | 3.78% | 1,878,082 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $4.6M | 2.29% | 42,424 | Common | SOLE |
| 35909R108 | ULCC | FRONTIER GROUP HLDGS INC | $3.4M | 1.67% | 953,375 | 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.