The Analysis of Mountaineer Partners Management, LLC's Holdings
Currently, Mountaineer Partners Management, LLC holds 17 types of securities in its portfolio with a total value $178.7M. In the most recent quarter, they have increased their positions in SXT (+117.1K shares, valued at $11.0M), DHI (+37.1K shares, valued at $5.3M), ULCC (+953.4K shares, valued at $4.5M); decreased their positions in HBM (-168.2K shares, valued at $3.3M), AA (-54.6K shares, valued at $2.9M), CSTM (-152.3K shares, valued at $2.9M); initiated new positions in SXT (+117.1K shares, valued at $11.0M), ULCC (+953.4K shares, valued at $4.5M), CCJ (+42.4K shares, valued at $3.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CENX CENTURY ALUM CO608.5K shares-7.95%2025-12-312026-02-13
HBM HUDBAY MINERALS INC787.2K shares-17.60%2025-12-312026-02-13 ATI ATI INC128.9K shares-10.49%2025-12-312026-02-13 FCX FREEPORT-MCMORAN INC266.3K shares-9.43%2025-12-312026-02-13 AA ALCOA CORP242.0K shares-18.42%2025-12-312026-02-13 CSTM CONSTELLIUM SE681.5K shares-18.27%2025-12-312026-02-13 CRS CARPENTER TECHNOLOGY CORP36.7K shares-10.18%2025-12-312026-02-13 SXT SENSIENT TECHNOLOGIES CORP117.1K sharesnew addition2025-12-312026-02-13 SARO STANDARDAERO INC367.5K shares26.41%2025-12-312026-02-13 BLDR BUILDERS FIRSTSOURCE INC94.1K shares54.86%2025-12-312026-02-13 KEX KIRBY CORP87.4K shares33.64%2025-12-312026-02-13 DHI D R HORTON INC65.0K shares133.19%2025-12-312026-02-13 AMBP ARDAGH METAL PACKAGING S A1.5M shares-4.49%2025-12-312026-02-13 NXE NEXGEN ENERGY LTD538.0K shares-4.69%2025-12-312026-02-13 ULCC FRONTIER GROUP HLDGS INC953.4K sharesnew addition2025-12-312026-02-13 SJT SAN JUAN BASIN RTY TR732.4K shares1.85%2025-12-312026-02-13 CCJ CAMECO CORP42.4K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available