Mountaineer Partners Management, LLC Diversified Active

Name: Mountaineer Partners Management, LLC Q2 2025 13F Filing | 13F Explorer
Creator: Mountaineer Partners Management, LLC
Published: 2025-08-14

Location: New York, NY

CIK: 0001730532 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value: $151M (100.0% shares, 0.0% debt)

Holdings (16)

ECG EVERUS CONSTR GROUP 8.7%

Value $13.1M Shares 206,218 Share Price $63.53 * Est. Cost/Share $60.35 Unrealized @ Report Date -16.1%

CENX CENTURY ALUM CO 8.4%

Value $12.71M Shares 705,150 Share Price $18.02 * Est. Cost/Share $9.34 Unrealized @ Report Date +81.8%

HBM HUDBAY MINERALS INC 7.9%

Value $11.93M Shares 1,124,432 Share Price $10.61 * Est. Cost/Share $5.63 Unrealized @ Report Date +47.9%

VSH VISHAY INTERTECHNOLOGY INC 7.8%

Value $11.79M Shares 742,505 Share Price $15.88 * Est. Cost/Share $17.39 Unrealized @ Report Date -21.6%

CSTM CONSTELLIUM SE 7.4%

Value $11.25M Shares 845,682 Share Price $13.30 * Est. Cost/Share $12.99 Unrealized @ Report Date -13.6%

CRS CARPENTER TECHNOLOGY CORP 7.3%

Value $11.05M Shares 39,982 Share Price $276.38 * Est. Cost/Share $217.46 Unrealized @ Report Date 0.0%

FCX FREEPORT-MCMORAN INC 7.2%

Value $10.97M Shares 252,961 Share Price $43.35 * Est. Cost/Share $35.00 Unrealized @ Report Date +7.7%

ATI ATI INC 7.0%

Value $10.62M Shares 122,970 Share Price $86.34 * Est. Cost/Share $43.02 Unrealized @ Report Date +59.1%

ENTG ENTEGRIS INC 6.7%

Value $10.18M Shares 126,230 Share Price $80.65 * Est. Cost/Share $90.07 Unrealized @ Report Date -15.9%

SARO STANDARDAERO INC 6.1%

Value $9.202M Shares 290,730 Share Price $31.65 * Est. Cost/Share $28.05 Unrealized @ Report Date 0.0%

AA ALCOA CORP 5.9%

Value $8.994M Shares 304,781 Share Price $29.51 * Est. Cost/Share $40.27 Unrealized @ Report Date -33.4%

KEX KIRBY CORP 4.9%

Value $7.421M Shares 65,431 Share Price $113.41 * Est. Cost/Share $104.91 Unrealized @ Report Date 0.0%

BLDR BUILDERS FIRSTSOURCE INC 4.8%

Value $7.289M Shares 62,464 Share Price $116.69 Est. Cost/Share $161.62 Unrealized @ Report Date -28.6%

AMBP ARDAGH METAL PACKAGING S A 4.4%

Value $6.585M Shares 1,538,484 Share Price $4.28 * Est. Cost/Share $3.31 Unrealized @ Report Date +5.8%

SJT SAN JUAN BASIN RTY TR 2.8%

Value $4.3M Shares 719,054 Share Price $5.98 Est. Cost/Share $5.26 Unrealized @ Report Date —

NXE NEXGEN ENERGY LTD 2.6%

Value $3.918M Shares 564,507 Share Price $6.94 * Est. Cost/Share $4.88 Unrealized @ Report Date +15.8%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
ECG	EVERUS CONSTR GROUP	206,218	$13.1M	8.7%	$63.53 *	$60.35	-16.1%	COM	300426103
CENX	CENTURY ALUM CO	705,150	$12.71M	8.4%	$18.02 *	$9.34	+81.8%	COM	156431108
HBM	HUDBAY MINERALS INC	1,124,432	$11.93M	7.9%	$10.61 *	$5.63	+47.9%	COM	443628102
VSH	VISHAY INTERTECHNOLOGY INC	742,505	$11.79M	7.8%	$15.88 *	$17.39	-21.6%	COM	928298108
CSTM	CONSTELLIUM SE	845,682	$11.25M	7.4%	$13.30 *	$12.99	-13.6%	CL A SHS	F21107101
CRS	CARPENTER TECHNOLOGY CORP	39,982	$11.05M	7.3%	$276.38 *	$217.46	0.0%	COM	144285103
FCX	FREEPORT-MCMORAN INC	252,961	$10.97M	7.2%	$43.35 *	$35.00	+7.7%	CL B	35671D857
ATI	ATI INC	122,970	$10.62M	7.0%	$86.34 *	$43.02	+59.1%	COM	01741R102
ENTG	ENTEGRIS INC	126,230	$10.18M	6.7%	$80.65 *	$90.07	-15.9%	COM	29362U104
SARO	STANDARDAERO INC	290,730	$9.202M	6.1%	$31.65 *	$28.05	0.0%	COM	85423L103
AA	ALCOA CORP	304,781	$8.994M	5.9%	$29.51 *	$40.27	-33.4%	COM	013872106
KEX	KIRBY CORP	65,431	$7.421M	4.9%	$113.41 *	$104.91	0.0%	COM	497266106
BLDR	BUILDERS FIRSTSOURCE INC	62,464	$7.289M	4.8%	$116.69	$161.62	-28.6%	COM	12008R107
AMBP	ARDAGH METAL PACKAGING S A	1,538,484	$6.585M	4.4%	$4.28 *	$3.31	+5.8%	SHS	L02235106
SJT	SAN JUAN BASIN RTY TR	719,054	$4.3M	2.8%	$5.98	$5.26	—	UNIT BEN INT	798241105
NXE	NEXGEN ENERGY LTD	564,507	$3.918M	2.6%	$6.94 *	$4.88	+15.8%	COM	65340P106