Mountaineer Partners Management, LLC
Net seller this quarter
$137M
11
-$88.8M
97.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CENX | $23.2M | 16.84% | 0.51% | -13.8% | Q4 2021 |
 SXT | $16.2M | 11.81% | 0.31% | -15.9% | Q4 2025 |
 CSTM | $15.4M | 11.18% | 0.36% | -26.8% | Q4 2018 |
 SARO | $13.9M | 10.11% | 0.14% | +14.0% | Q2 2025 |
 CRS | $12.9M | 9.37% | 0.04% | -41.9% | Q2 2025 |
 ATI | $11.9M | 8.66% | 0.04% | -34.2% | Q4 2018 |
 MIDD | $11.6M | 8.45% | 0.15% | Not reported | Q4 2020 |
 AA | $10.9M | 7.89% | 0.08% | -10.9% | Q1 2022 |
 HMY | $9.32M | 6.78% | 0.10% | -8.1% | Q1 2026 |
 AMBP | $8.16M | 5.94% | 0.29% | -8.3% | Q3 2021 |
 CCJ | $4.06M | 2.96% | 0.01% | -5.9% | Q4 2025 |
| Q1 2026 | |||||
| CENX | $34.3M | 17.02% | 0.59% | -4.0% | Q4 2021 |
| CSTM | $16.2M | 8.04% | 0.48% | -3.4% | Q4 2018 |
| AA | $15.5M | 7.70% | 0.09% | -3.4% | Q1 2022 |
 HBM | $14.8M | 7.33% | 0.18% | -10.3% | Q1 2023 |
 FCX | $14.2M | 7.04% | 0.02% | -9.5% | Q4 2022 |
| CRS | $14.2M | 7.03% | 0.07% | -2.1% | Q2 2025 |
| SXT | $13.5M | 6.72% | 0.37% | +33.7% | Q4 2025 |
| ATI | $13.4M | 6.63% | 0.07% | -28.8% | Q4 2018 |
 KEX | $11.8M | 5.88% | 0.17% | +1.8% | Q3 2021 |
| SARO | $10.5M | 5.23% | 0.12% | +10.9% | Q2 2025 |
| HMY | $10.2M | 5.09% | 0.11% | New | Q1 2026 |
 DHI | $9.13M | 4.54% | 0.02% | +2.4% | Q1 2020 |
 BLDR | $8.09M | 4.02% | 0.09% | +4.4% | Q4 2018 |
| AMBP | $7.61M | 3.78% | 0.31% | +27.8% | Q3 2021 |
| CCJ | $4.61M | 2.29% | 0.01% | Not reported | Q4 2025 |
 ULCC | $3.37M | 1.67% | 0.42% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| CENX | $23.8M | 13.34% | 0.61% | -8.0% | Q4 2021 |
| HBM | $15.6M | 8.74% | 0.20% | -17.6% | Q1 2023 |
| ATI | $14.8M | 8.28% | 0.09% | -10.5% | Q4 2018 |
| FCX | $13.5M | 7.57% | 0.02% | -9.4% | Q4 2022 |
| AA | $12.9M | 7.20% | 0.09% | -18.4% | Q1 2022 |
| CSTM | $12.8M | 7.19% | 0.50% | -18.3% | Q4 2018 |
| CRS | $11.6M | 6.46% | 0.07% | -10.2% | Q2 2025 |
| SXT | $11M | 6.16% | 0.28% | New | Q4 2025 |
| SARO | $10.5M | 5.90% | 0.11% | +26.4% | Q2 2025 |
| BLDR | $9.68M | 5.42% | 0.09% | +54.9% | Q4 2018 |
| KEX | $9.63M | 5.39% | 0.16% | +33.6% | Q3 2021 |
| DHI | $9.36M | 5.24% | 0.02% | +133.2% | Q1 2020 |
| AMBP | $6.02M | 3.37% | 0.25% | -4.5% | Q3 2021 |
 NXE | $4.95M | 2.77% | 0.08% | -4.7% | Q3 2021 |
| ULCC | $4.49M | 2.51% | 0.42% | New | Q4 2025 |
 SJT | $4.12M | 2.30% | Not reported | +1.9% | Q1 2024 |
| CCJ | $3.88M | 2.17% | 0.01% | New | Q4 2025 |
| Q3 2025 | |||||
| CENX | $19.4M | 11.29% | 0.71% | -6.3% | Q4 2021 |
 ECG | $14.6M | 8.47% | 0.33% | -17.6% | Q4 2024 |
| HBM | $14.5M | 8.42% | 0.24% | -15.0% | Q1 2023 |
| CSTM | $12.4M | 7.22% | 0.61% | -1.4% | Q4 2018 |
| ATI | $11.7M | 6.81% | 0.11% | +17.1% | Q4 2018 |
| FCX | $11.5M | 6.71% | 0.02% | +16.2% | Q4 2022 |
 ENTG | $11.4M | 6.63% | 0.08% | -2.4% | Q1 2023 |
 VSH | $11.4M | 6.60% | 0.57% | 0.0% | Q4 2018 |
| CRS | $10M | 5.83% | 0.08% | +2.2% | Q2 2025 |
| AA | $9.76M | 5.67% | 0.11% | -2.7% | Q1 2022 |
| SARO | $7.93M | 4.61% | 0.09% | Not reported | Q2 2025 |
| BLDR | $7.37M | 4.28% | 0.06% | -2.7% | Q4 2018 |
| AMBP | $6.14M | 3.57% | 0.26% | Not reported | Q3 2021 |
| KEX | $5.46M | 3.18% | 0.12% | Not reported | Q3 2021 |
| NXE | $5.05M | 2.94% | 0.10% | Not reported | Q3 2021 |
| DHI | $4.72M | 2.75% | 0.01% | Not reported | Q1 2020 |
| SJT | $4.34M | 2.53% | Not reported | Not reported | Q1 2024 |
 UEC | $4.28M | 2.49% | 0.07% | New | Q3 2025 |