Mountaineer Partners Management, LLC Diversified Active

Name: Mountaineer Partners Management, LLC Q1 2026 13F Filing | 13F Explorer
Creator: Mountaineer Partners Management, LLC
Published: 2026-05-15

Location: New York, NY

CIK: 0001730532 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $201M (100.0% shares, 0.0% debt)

Holdings (16)

CENX CENTURY ALUM CO 17.0%

Value $34.27M Shares 583,997 Share Price $58.69 * Est. Cost/Share $9.34 Unrealized @ Report Date +418.3%

CSTM CONSTELLIUM SE 8.0%

Value $16.19M Shares 658,490 Share Price $24.58 * Est. Cost/Share $12.99 Unrealized @ Report Date +78.5%

AA ALCOA CORP 7.7%

Value $15.5M Shares 233,687 Share Price $66.33 * Est. Cost/Share $40.27 Unrealized @ Report Date +51.7%

HBM HUDBAY MINERALS INC 7.3%

Value $14.76M Shares 706,040 Share Price $20.90 * Est. Cost/Share $5.63 Unrealized @ Report Date +334.1%

FCX FREEPORT MCMORAN INC 7.0%

Value $14.16M Shares 240,973 Share Price $58.78 * Est. Cost/Share $36.15 Unrealized @ Report Date +69.1%

CRS CARPENTER TECHNOLOGY CORP 7.0%

Value $14.16M Shares 35,929 Share Price $394.15 * Est. Cost/Share $218.27 Unrealized @ Report Date +60.0%

SXT SENSIENT TECHNOLOGIES CORP 6.7%

Value $13.54M Shares 156,584 Share Price $86.44 * Est. Cost/Share $94.69 Unrealized @ Report Date +1.1%

ATI ATI INC 6.6%

Value $13.35M Shares 91,784 Share Price $145.46 * Est. Cost/Share $48.58 Unrealized @ Report Date +171.0%

KEX KIRBY CORP 5.9%

Value $11.83M Shares 89,017 Share Price $132.88 * Est. Cost/Share $104.45 Unrealized @ Report Date +19.3%

SARO STANDARDAERO INC 5.2%

Value $10.52M Shares 407,435 Share Price $25.83 * Est. Cost/Share $28.21 Unrealized @ Report Date +10.9%

HMY HARMONY GOLD MNG LTD 5.1%

Value $10.25M Shares 666,735 Share Price $15.37 Est. Cost/Share $15.37 Unrealized @ Report Date —

DHI D R HORTON INC 4.5%

Value $9.131M Shares 66,541 Share Price $137.22 * Est. Cost/Share $154.04 Unrealized @ Report Date +1.2%

BLDR BUILDERS FIRSTSOURCE INC 4.0%

Value $8.085M Shares 98,203 Share Price $82.33 * Est. Cost/Share $143.06 Unrealized @ Report Date -17.8%

AMBP ARDAGH METAL PACKAGING S A 3.8%

Value $7.606M Shares 1,878,082 Share Price $4.05 * Est. Cost/Share $3.57 Unrealized @ Report Date +26.5%

CCJ CAMECO CORP 2.3%

Value $4.608M Shares 42,424 Share Price $108.61 * Est. Cost/Share $89.94 Unrealized @ Report Date +29.3%

ULCC FRONTIER GROUP HLDGS INC 1.7%

Value $3.365M Shares 953,375 Share Price $3.53 * Est. Cost/Share $4.43 Unrealized @ Report Date +16.9%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
CENX	CENTURY ALUM CO	583,997	$34.27M	17.0%	$58.69 *	$9.34	+418.3%	COM	156431108
CSTM	CONSTELLIUM SE	658,490	$16.19M	8.0%	$24.58 *	$12.99	+78.5%	CL A SHS	F21107101
AA	ALCOA CORP	233,687	$15.5M	7.7%	$66.33 *	$40.27	+51.7%	COM	013872106
HBM	HUDBAY MINERALS INC	706,040	$14.76M	7.3%	$20.90 *	$5.63	+334.1%	COM	443628102
FCX	FREEPORT MCMORAN INC	240,973	$14.16M	7.0%	$58.78 *	$36.15	+69.1%	CL B	35671D857
CRS	CARPENTER TECHNOLOGY CORP	35,929	$14.16M	7.0%	$394.15 *	$218.27	+60.0%	COM	144285103
SXT	SENSIENT TECHNOLOGIES CORP	156,584	$13.54M	6.7%	$86.44 *	$94.69	+1.1%	COM	81725T100
ATI	ATI INC	91,784	$13.35M	6.6%	$145.46 *	$48.58	+171.0%	COM	01741R102
KEX	KIRBY CORP	89,017	$11.83M	5.9%	$132.88 *	$104.45	+19.3%	COM	497266106
SARO	STANDARDAERO INC	407,435	$10.52M	5.2%	$25.83 *	$28.21	+10.9%	COM	85423L103
HMY	HARMONY GOLD MNG LTD	666,735	$10.25M	5.1%	$15.37	$15.37	—	SPONSORED ADR	413216300
DHI	D R HORTON INC	66,541	$9.131M	4.5%	$137.22 *	$154.04	+1.2%	COM	23331A109
BLDR	BUILDERS FIRSTSOURCE INC	98,203	$8.085M	4.0%	$82.33 *	$143.06	-17.8%	COM	12008R107
AMBP	ARDAGH METAL PACKAGING S A	1,878,082	$7.606M	3.8%	$4.05 *	$3.57	+26.5%	SHS	L02235106
CCJ	CAMECO CORP	42,424	$4.608M	2.3%	$108.61 *	$89.94	+29.3%	COM	13321L108
ULCC	FRONTIER GROUP HLDGS INC	953,375	$3.365M	1.7%	$3.53 *	$4.43	+16.9%	COM	35909R108