Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Mountaineer Partners Management, LLC (CIK 1730532) reported $132.0M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CENX ($23.2M, 17.54%), SXT ($16.2M, 12.30%), CSTM ($15.4M, 11.64%), SARO ($13.9M, 10.52%), CRS ($12.9M, 9.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CENXCENTURY ALUM CO$23.2M17.54%503,309Trimmed
2SXTSENSIENT TECHNOLOGIES CORP$16.2M12.30%131,727Trimmed
3CSTMCONSTELLIUM SE$15.4M11.64%482,130Trimmed
4SAROSTANDARDAERO INC$13.9M10.52%464,595Added
5CRSCARPENTER TECHNOLOGY CORP$12.9M9.76%20,894Trimmed
6ATIATI INC$11.9M9.02%60,419Trimmed
7MIDDMIDDLEBY CORP$11.6M8.80%67,536New
8AAALCOA CORP$10.9M8.22%208,165Trimmed
9HMYHARMONY GOLD MNG LTD$9.3M7.06%612,949Trimmed
10AMBPARDAGH METAL PACKAGING S A$8.2M6.18%1.7MTrimmed
11CCJCAMECO CORP$4.1M3.08%39,903Trimmed
12BLDRBUILDERS FIRSTSOURCE INC$00.00%0Exited
13DHID R HORTON INC$00.00%0Exited
14FCXFREEPORT MCMORAN INC$00.00%0Exited
15ULCCFRONTIER GROUP HLDGS INC$00.00%0Exited
16HBMHUDBAY MINERALS INC$00.00%0Exited
17KEXKIRBY CORP$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30