Mountaineer Partners Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Mountaineer Partners Management, LLC disclosed 18 US equity positions worth $171.9m in its Q3 2025 13F filing. The largest position was CENX at 11.3% of the reported book, followed by ECG and HBM. Against the Q2 2025 filing, it opened 2 new positions, added to 3 and reduced 7 among the top 18 holdings.
What did Mountaineer Partners Management, LLC own in Q3 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CENX CENTURY ALUM CO | Basic Materials | 11.3% | $19.4m | 661,043 | -6% | reduced |
| 2 | ECG EVERUS CONSTR GROUP | 8.5% | $14.6m | 169,844 | -18% | reduced | |
| 3 | HBM HUDBAY MINERALS INC | Basic Materials | 8.4% | $14.5m | 955,419 | -15% | reduced |
| 4 | CSTM CONSTELLIUM SE | Basic Materials | 7.2% | $12.4m | 833,776 | -1% | reduced |
| 5 | ATI ATI INC | Industrials | 6.8% | $11.7m | 144,020 | 17% | added |
| 6 | FCX FREEPORT-MCMORAN INC | Basic Materials | 6.7% | $11.5m | 294,049 | 16% | added |
| 7 | ENTG ENTEGRIS INC | Technology | 6.6% | $11.4m | 123,234 | -2% | reduced |
| 8 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 6.6% | $11.4m | 742,177 | -0% | held |
| 9 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 5.8% | $10.0m | 40,849 | 2% | added |
| 10 | AA ALCOA CORP | Basic Materials | 5.7% | $9.8m | 296,642 | -3% | reduced |
| 11 | SARO STANDARDAERO INC | Industrials | 4.6% | $7.9m | 290,730 | 0% | held |
| 12 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 4.3% | $7.4m | 60,759 | -3% | reduced |
| 13 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 3.6% | $6.1m | 1,538,484 | 0% | held |
| 14 | KEX KIRBY CORP | Industrials | 3.2% | $5.5m | 65,431 | 0% | held |
| 15 | NXE NEXGEN ENERGY LTD | Energy | 2.9% | $5.1m | 564,507 | 0% | held |
| 16 | DHI D R HORTON INC | Consumer Cyclical | 2.7% | $4.7m | 27,876 | – | new |
| 17 | SAN JUAN BASIN RTY TR | 2.5% | $4.3m | 719,054 | 0% | held | |
| 18 | UEC URANIUM ENERGY CORP | Energy | 2.5% | $4.3m | 320,952 | – | new |
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.