Mountaineer Partners Management, LLC Diversified Active

Name: Mountaineer Partners Management, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Mountaineer Partners Management, LLC
Published: 2026-08-14

Location: New York, NY

CIK: 0001730532 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $132M

Holdings (11)

New Positions (1)

MIDD MIDDLEBY CORP 8.8%

Value $11.62M Shares 67,536 Est. Cost $172.01 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MIDD	MIDDLEBY CORP	67,536	$11.62M	8.8%	$172.01	—	—	596278101

Increased Positions (1)

SARO STANDARDAERO INC 10.5%

Value $13.9M (+32.0%) Shares 464,595 (+14.0%) Est. Cost $28.42 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SARO	STANDARDAERO INC	464,595 (+14.0%)	$13.9M (+32.0%)	10.5%	$28.42	—	—	85423L103

Exited Positions (6)

HBM HUDBAY MINERALS INC 11.2%

Value $14.76M Shares 706,040 Est. Cost $5.63 Unrealized —

FCX FREEPORT MCMORAN INC 10.7%

Value $14.16M Shares 240,973 Est. Cost $36.15 Unrealized —

KEX KIRBY CORP 9.0%

Value $11.83M Shares 89,017 Est. Cost $104.45 Unrealized —

DHI D R HORTON INC 6.9%

Value $9.131M Shares 66,541 Est. Cost $154.04 Unrealized —

BLDR BUILDERS FIRSTSOURCE INC 6.1%

Value $8.085M Shares 98,203 Est. Cost $143.06 Unrealized —

ULCC FRONTIER GROUP HLDGS INC 2.5%

Value $3.365M Shares 953,375 Est. Cost $4.43 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HBM	HUDBAY MINERALS INC	706,040	$14.76M	11.2%	$5.63	—	—	443628102
FCX	FREEPORT MCMORAN INC	240,973	$14.16M	10.7%	$36.15	—	—	35671D857
KEX	KIRBY CORP	89,017	$11.83M	9.0%	$104.45	—	—	497266106
DHI	D R HORTON INC	66,541	$9.131M	6.9%	$154.04	—	—	23331A109
BLDR	BUILDERS FIRSTSOURCE INC	98,203	$8.085M	6.1%	$143.06	—	—	12008R107
ULCC	FRONTIER GROUP HLDGS INC	953,375	$3.365M	2.5%	$4.43	—	—	35909R108

Decreased Positions (9)

CENX CENTURY ALUM CO 17.5%

Value $23.16M (-32.4%) Shares 503,309 (-13.8%) Est. Cost $9.34 Unrealized —

AMBP ARDAGH METAL PACKAGING S A 2.1%

Value $2.722M (-64.2%) Shares 574,207 (-69.4%) Est. Cost $3.57 Unrealized —

AA ALCOA CORP 8.2%

Value $10.85M (-30.0%) Shares 208,165 (-10.9%) Est. Cost $40.27 Unrealized —

SXT SENSIENT TECHNOLOGIES CORP 12.3%

Value $16.24M (+20.0%) Shares 131,727 (-15.9%) Est. Cost $94.69 Unrealized —

ATI ATI INC 9.0%

Value $11.91M (-10.8%) Shares 60,419 (-34.2%) Est. Cost $48.58 Unrealized —

CRS CARPENTER TECHNOLOGY CORP 9.8%

Value $12.89M (-9.0%) Shares 20,894 (-41.8%) Est. Cost $218.27 Unrealized —

HMY HARMONY GOLD MNG LTD 7.1%

Value $9.323M (-9.0%) Shares 612,949 (-8.1%) Est. Cost $15.37 Unrealized —

CSTM CONSTELLIUM SE 11.6%

Value $15.37M (-5.1%) Shares 482,130 (-26.8%) Est. Cost $12.99 Unrealized —

CCJ CAMECO CORP 3.1%

Value $4.065M (-11.8%) Shares 39,903 (-5.9%) Est. Cost $89.94 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CENX	CENTURY ALUM CO	503,309 (-13.8%)	$23.16M (-32.4%)	17.5%	$9.34	—	—	156431108
AMBP	ARDAGH METAL PACKAGING S A	574,207 (-69.4%)	$2.722M (-64.2%)	2.1%	$3.57	—	—	L02235106
AA	ALCOA CORP	208,165 (-10.9%)	$10.85M (-30.0%)	8.2%	$40.27	—	—	013872106
SXT	SENSIENT TECHNOLOGIES CORP	131,727 (-15.9%)	$16.24M (+20.0%)	12.3%	$94.69	—	—	81725T100
ATI	ATI INC	60,419 (-34.2%)	$11.91M (-10.8%)	9.0%	$48.58	—	—	01741R102
CRS	CARPENTER TECHNOLOGY CORP	20,894 (-41.8%)	$12.89M (-9.0%)	9.8%	$218.27	—	—	144285103
HMY	HARMONY GOLD MNG LTD	612,949 (-8.1%)	$9.323M (-9.0%)	7.1%	$15.37	—	—	413216300
CSTM	CONSTELLIUM SE	482,130 (-26.8%)	$15.37M (-5.1%)	11.6%	$12.99	—	—	F21107101
CCJ	CAMECO CORP	39,903 (-5.9%)	$4.065M (-11.8%)	3.1%	$89.94	—	—	13321L108