Mountaineer Partners Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mountaineer Partners Management, LLC disclosed 16 US equity positions worth $201.3m in its Q1 2026 13F filing. The largest position was CENX at 17.0% of the reported book, followed by CSTM and AA.
What did Mountaineer Partners Management, LLC own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CENX CENTURY ALUM CO | Basic Materials | 17.0% | $34.3m | 583,997 | – | |
| 2 | CSTM CONSTELLIUM SE | Basic Materials | 8.0% | $16.2m | 658,490 | – | |
| 3 | AA ALCOA CORP | Basic Materials | 7.7% | $15.5m | 233,687 | – | |
| 4 | HBM HUDBAY MINERALS INC | Basic Materials | 7.3% | $14.8m | 706,040 | – | |
| 5 | FCX FREEPORT MCMORAN INC | Basic Materials | 7.0% | $14.2m | 240,973 | – | |
| 6 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 7.0% | $14.2m | 35,929 | – | |
| 7 | SXT SENSIENT TECHNOLOGIES CORP | Basic Materials | 6.7% | $13.5m | 156,584 | – | |
| 8 | ATI ATI INC | Industrials | 6.6% | $13.4m | 91,784 | – | |
| 9 | KEX KIRBY CORP | Industrials | 5.9% | $11.8m | 89,017 | – | |
| 10 | SARO STANDARDAERO INC | Industrials | 5.2% | $10.5m | 407,435 | – | |
| 11 | HMY HARMONY GOLD MNG LTD | Basic Materials | 5.1% | $10.2m | 666,735 | – | |
| 12 | DHI D R HORTON INC | Consumer Cyclical | 4.5% | $9.1m | 66,541 | – | |
| 13 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 4.0% | $8.1m | 98,203 | – | |
| 14 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 3.8% | $7.6m | 1,878,082 | – | |
| 15 | CCJ CAMECO CORP | Energy | 2.3% | $4.6m | 42,424 | – | |
| 16 | ULCC FRONTIER GROUP HLDGS INC | Industrials | 1.7% | $3.4m | 953,375 | – |
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.