Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | $23.2M | 17.54% | 503,309 | Trimmed |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | $16.2M | 12.30% | 131,727 | Trimmed |
| 3 | CSTM | CONSTELLIUM SE | $15.4M | 11.64% | 482,130 | Trimmed |
| 4 | SARO | STANDARDAERO INC | $13.9M | 10.52% | 464,595 | Added |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | $12.9M | 9.76% | 20,894 | Trimmed |
| 6 | ATI | ATI INC | $11.9M | 9.02% | 60,419 | Trimmed |
| 7 | MIDD | MIDDLEBY CORP | $11.6M | 8.80% | 67,536 | New |
| 8 | AA | ALCOA CORP | $10.9M | 8.22% | 208,165 | Trimmed |
| 9 | HMY | HARMONY GOLD MNG LTD | $9.3M | 7.06% | 612,949 | Trimmed |
| 10 | AMBP | ARDAGH METAL PACKAGING S A | $8.2M | 6.18% | 1.7M | Trimmed |
| 11 | CCJ | CAMECO CORP | $4.1M | 3.08% | 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