Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mountaineer Partners Management, LLC (CIK 1730532) reported $201.3M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CENX ($34.3M, 17.02%), CSTM ($16.2M, 8.04%), AA ($15.5M, 7.70%), HBM ($14.8M, 7.33%), FCX ($14.2M, 7.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | $34.3M | 17.02% | 583,997 | Trimmed |
| 2 | CSTM | CONSTELLIUM SE | $16.2M | 8.04% | 658,490 | Trimmed |
| 3 | AA | ALCOA CORP | $15.5M | 7.70% | 233,687 | Trimmed |
| 4 | HBM | HUDBAY MINERALS INC | $14.8M | 7.33% | 706,040 | Trimmed |
| 5 | FCX | FREEPORT MCMORAN INC | $14.2M | 7.04% | 240,973 | Trimmed |
| 6 | CRS | CARPENTER TECHNOLOGY CORP | $14.2M | 7.03% | 35,929 | Trimmed |
| 7 | SXT | SENSIENT TECHNOLOGIES CORP | $13.5M | 6.72% | 156,584 | Added |
| 8 | ATI | ATI INC | $13.4M | 6.63% | 91,784 | Trimmed |
| 9 | KEX | KIRBY CORP | $11.8M | 5.88% | 89,017 | Added |
| 10 | SARO | STANDARDAERO INC | $10.5M | 5.23% | 407,435 | Added |
| 11 | HMY | HARMONY GOLD MNG LTD | $10.2M | 5.09% | 666,735 | New |
| 12 | DHI | D R HORTON INC | $9.1M | 4.54% | 66,541 | Added |
| 13 | BLDR | BUILDERS FIRSTSOURCE INC | $8.1M | 4.02% | 98,203 | Added |
| 14 | AMBP | ARDAGH METAL PACKAGING S A | $7.6M | 3.78% | 1.9M | Added |
| 15 | CCJ | CAMECO CORP | $4.6M | 2.29% | 42,424 | Hold |
| 16 | ULCC | FRONTIER GROUP HLDGS INC | $3.4M | 1.67% | 953,375 | Hold |
| 17 | SJT | SAN JUAN BASIN RTY TR | $0 | 0.00% | 0 | Exited |
| 18 | NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31