Mountaineer Partners Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Mountaineer Partners Management, LLC held in its portfolio 17 assets valued at $178,724,898 (i.e. $178.73M).

The most valuable assets in the portfolio included: CENTURY ALUM CO ($23.84M), HUDBAY MINERALS INC ($15.63M), and ATI INC ($14.79M).

The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Mountaineer Partners Management, LLC Portfolio

CENTURY ALUM CO

HUDBAY MINERALS INC

ATI INC

FREEPORT-MCMORAN INC

ALCOA CORP

CONSTELLIUM SE

CARPENTER TECHNOLOGY CORP

SENSIENT TECHNOLOGIES CORP

STANDARDAERO INC

BUILDERS FIRSTSOURCE INC

Mountaineer Partners Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CENTURY ALUM CO	608475	23840050	COM
HUDBAY MINERALS INC	787247	15626853	COM
ATI INC	128909	14793597	COM
FREEPORT-MCMORAN INC	266327	13526749	CL B
ALCOA CORP	241994	12859561	COM
CONSTELLIUM SE	681464	12845596	CL A SHS
CARPENTER TECHNOLOGY CORP	36690	11551480	COM
SENSIENT TECHNOLOGIES CORP	117090	11000605	COM
STANDARDAERO INC	367498	10539843	COM
BUILDERS FIRSTSOURCE INC	94091	9681023	COM
KIRBY CORP	87444	9634580	COM
D R HORTON INC	65004	9362526	COM
ARDAGH METAL PACKAGING S A	1469480	6024868	SHS
NEXGEN ENERGY LTD	538042	4949986	COM
FRONTIER GROUP HLDGS INC	953375	4490397	COM
SAN JUAN BASIN RTY TR	732351	4115813	UNIT BEN INT
CAMECO CORP	42424	3881371	COM