Mountaineer Partners Management, LLC Diversified Active

Name: Mountaineer Partners Management, LLC Q4 2025 13F Filing | 13F Explorer
Creator: Mountaineer Partners Management, LLC
Published: 2026-02-13

Location: New York, NY

CIK: 0001730532 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $179M (100.0% shares, 0.0% debt)

Holdings (17)

CENX CENTURY ALUM CO 13.3%

Value $23.84M Shares 608,475 Est. Cost $9.34 Unrealized +234.5%

HBM HUDBAY MINERALS INC 8.7%

Value $15.63M Shares 787,247 Est. Cost $5.63 Unrealized +200.2%

ATI ATI INC 8.3%

Value $14.79M Shares 128,909 Est. Cost $48.58 Unrealized +100.6%

FCX FREEPORT-MCMORAN INC 7.6%

Value $13.53M Shares 266,327 Est. Cost $36.15 Unrealized +19.8%

AA ALCOA CORP 7.2%

Value $12.86M Shares 241,994 Est. Cost $40.27 Unrealized +1.5%

CSTM CONSTELLIUM SE 7.2%

Value $12.85M Shares 681,464 Est. Cost $12.99 Unrealized +27.8%

CRS CARPENTER TECHNOLOGY CORP 6.5%

Value $11.55M Shares 36,690 Est. Cost $218.27 Unrealized +37.7%

SXT SENSIENT TECHNOLOGIES CORP 6.2%

Value $11M Shares 117,090 Est. Cost $94.35 Unrealized 0.0%

SARO STANDARDAERO INC 5.9%

Value $10.54M Shares 367,498 Est. Cost $27.88 Unrealized -2.3%

BLDR BUILDERS FIRSTSOURCE INC 5.4%

Value $9.681M Shares 94,091 Est. Cost $144.18 Unrealized -22.1%

KEX KIRBY CORP 5.4%

Value $9.635M Shares 87,444 Est. Cost $104.09 Unrealized -2.3%

DHI D R HORTON INC 5.2%

Value $9.363M Shares 65,004 Est. Cost $153.99 Unrealized -1.3%

AMBP ARDAGH METAL PACKAGING S A 3.4%

Value $6.025M Shares 1,469,480 Est. Cost $3.31 Unrealized +14.6%

NXE NEXGEN ENERGY LTD 2.8%

Value $4.95M Shares 538,042 Est. Cost $4.88 Unrealized +81.1%

ULCC FRONTIER GROUP HLDGS INC 2.5%

Value $4.49M Shares 953,375 Est. Cost $4.43 Unrealized 0.0%

SJT SAN JUAN BASIN RTY TR 2.3%

Value $4.116M Shares 732,351 Est. Cost $5.27 Unrealized —

CCJ CAMECO CORP 2.2%

Value $3.881M Shares 42,424 Est. Cost $89.94 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CENX	CENTURY ALUM CO	608,475	$23.84M	13.3%	$9.34	+234.5%	COM	156431108
HBM	HUDBAY MINERALS INC	787,247	$15.63M	8.7%	$5.63	+200.2%	COM	443628102
ATI	ATI INC	128,909	$14.79M	8.3%	$48.58	+100.6%	COM	01741R102
FCX	FREEPORT-MCMORAN INC	266,327	$13.53M	7.6%	$36.15	+19.8%	CL B	35671D857
AA	ALCOA CORP	241,994	$12.86M	7.2%	$40.27	+1.5%	COM	013872106
CSTM	CONSTELLIUM SE	681,464	$12.85M	7.2%	$12.99	+27.8%	CL A SHS	F21107101
CRS	CARPENTER TECHNOLOGY CORP	36,690	$11.55M	6.5%	$218.27	+37.7%	COM	144285103
SXT	SENSIENT TECHNOLOGIES CORP	117,090	$11M	6.2%	$94.35	0.0%	COM	81725T100
SARO	STANDARDAERO INC	367,498	$10.54M	5.9%	$27.88	-2.3%	COM	85423L103
BLDR	BUILDERS FIRSTSOURCE INC	94,091	$9.681M	5.4%	$144.18	-22.1%	COM	12008R107
KEX	KIRBY CORP	87,444	$9.635M	5.4%	$104.09	-2.3%	COM	497266106
DHI	D R HORTON INC	65,004	$9.363M	5.2%	$153.99	-1.3%	COM	23331A109
AMBP	ARDAGH METAL PACKAGING S A	1,469,480	$6.025M	3.4%	$3.31	+14.6%	SHS	L02235106
NXE	NEXGEN ENERGY LTD	538,042	$4.95M	2.8%	$4.88	+81.1%	COM	65340P106
ULCC	FRONTIER GROUP HLDGS INC	953,375	$4.49M	2.5%	$4.43	0.0%	COM	35909R108
SJT	SAN JUAN BASIN RTY TR	732,351	$4.116M	2.3%	$5.27	—	UNIT BEN INT	798241105
CCJ	CAMECO CORP	42,424	$3.881M	2.2%	$89.94	0.0%	COM	13321L108