Mountaineer Partners Management, LLC 13F Holdings · Q2 2026
Mountaineer Partners Management, LLC reported 11 securities worth $132.04M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CENX (16.84%), SXT (11.81%), CSTM (11.18%). Among its top 25 positions this quarter: 1 new, 1 added, 9 trimmed, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | $23.2M | 16.84% | 503,309 | Trimmed |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | $16.2M | 11.81% | 131,727 | Trimmed |
| 3 | CSTM | CONSTELLIUM SE | $15.4M | 11.18% | 482,130 | Trimmed |
| 4 | SARO | STANDARDAERO INC | $13.9M | 10.11% | 464,595 | Added |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | $12.9M | 9.37% | 20,894 | Trimmed |
| 6 | ATI | ATI INC | $11.9M | 8.66% | 60,419 | Trimmed |
| 7 | MIDD | MIDDLEBY CORP | $11.6M | 8.45% | 67,536 | New |
| 8 | AA | ALCOA CORP | $10.9M | 7.89% | 208,165 | Trimmed |
| 9 | HMY | HARMONY GOLD MNG LTD | $9.3M | 6.78% | 612,949 | Trimmed |
| 10 | AMBP | ARDAGH METAL PACKAGING S A | $8.2M | 5.94% | 1.7M | Trimmed |
| 11 | CCJ | CAMECO CORP | $4.1M | 2.96% | 39,903 | Trimmed |
| 12 | BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | Exited |
| 13 | DHI | D R HORTON INC | $0 | 0.00% | 0 | Exited |
| 14 | FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | Exited |
| 15 | HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | Exited |
| 16 | KEX | KIRBY CORP | $0 | 0.00% | 0 | Exited |
| 17 | ULCC | FRONTIER GROUP HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR