Mountaineer Partners Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$201.3M
Q ending 2026-03-31
Prior quarter
$178.7M
Q ending 2025-12-31
Change
+12.6% QoQ · +92.7% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Century Alum Co | CENX | Shares | $34.3M | 584K |
| Constellium Se | Shares | $16.2M | 658K | |
| Alcoa Corp | AA | Shares | $15.5M | 234K |
| Hudbay Minerals Inc | HBM | Shares | $14.8M | 706K |
| Freeport Mcmoran Inc | FCX | Shares | $14.2M | 241K |
| Carpenter Technology Corp | CRS | Shares | $14.2M | 36K |
| Sensient Technologies Corp | SXT | Shares | $13.5M | 157K |
| Ati Inc | ATI | Shares | $13.4M | 92K |
| Kirby Corp | KEX | Shares | $11.8M | 89K |
| Standardaero Inc | SARO | Shares | $10.5M | 407K |
| Harmony Gold Mng Ltd | HMY | Shares | $10.2M | 667K |
| D R Horton Inc | DHI | Shares | $9.1M | 67K |
| Builders Firstsource Inc | BLDR | Shares | $8.1M | 98K |
| Ardagh Metal Packaging S A | Shares | $7.6M | 1.9M | |
| Cameco Corp | CCJ | Shares | $4.6M | 42K |
| Frontier Group Hldgs Inc | ULCC | Shares | $3.4M | 953K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.