Mountaineer Partners Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Mountaineer Partners Management, LLC disclosed 16 US equity positions worth $151.3m in its Q2 2025 13F filing. The largest position was ECG at 8.7% of the reported book, followed by CENX and HBM. Against the Q1 2025 filing, it opened 3 new positions, added to 8 and reduced 3 among the top 16 holdings.
What did Mountaineer Partners Management, LLC own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ECG EVERUS CONSTR GROUP | 8.7% | $13.1m | 206,218 | -9% | reduced | |
| 2 | CENX CENTURY ALUM CO | Basic Materials | 8.4% | $12.7m | 705,150 | 10% | added |
| 3 | HBM HUDBAY MINERALS INC | Basic Materials | 7.9% | $11.9m | 1,124,432 | -3% | reduced |
| 4 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 7.8% | $11.8m | 742,505 | 13% | added |
| 5 | CSTM CONSTELLIUM SE | Basic Materials | 7.4% | $11.2m | 845,682 | 56% | added |
| 6 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 7.3% | $11.1m | 39,982 | – | new |
| 7 | FCX FREEPORT-MCMORAN INC | Basic Materials | 7.2% | $11.0m | 252,961 | 1% | added |
| 8 | ATI ATI INC | Industrials | 7.0% | $10.6m | 122,970 | -32% | reduced |
| 9 | ENTG ENTEGRIS INC | Technology | 6.7% | $10.2m | 126,230 | 28% | added |
| 10 | SARO STANDARDAERO INC | Industrials | 6.1% | $9.2m | 290,730 | – | new |
| 11 | AA ALCOA CORP | Basic Materials | 5.9% | $9.0m | 304,781 | 15% | added |
| 12 | KEX KIRBY CORP | Industrials | 4.9% | $7.4m | 65,431 | – | new |
| 13 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 4.8% | $7.3m | 62,464 | 7% | added |
| 14 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 4.4% | $6.6m | 1,538,484 | 45% | added |
| 15 | SAN JUAN BASIN RTY TR | 2.8% | $4.3m | 719,054 | 0% | held | |
| 16 | NXE NEXGEN ENERGY LTD | Energy | 2.6% | $3.9m | 564,507 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.