§ 13F · FUND PROFILE
Mountaineer Partners Management, LLC.
AUM · $172M (13F)Positions · 36Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | 453K | $21M | 15.2% | −14% |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | 113K | $14M | 10.1% | −16% |
| 3 | CSTM | CONSTELLIUM SE | 415K | $13M | 9.6% | −27% |
| 4 | SARO | STANDARDAERO INC | 383K | $11M | 8.3% | +14% |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | 17K | $11M | 7.6% | −42% |
| 6 | ATI | ATI INC | 49K | $10M | 7.0% | −34% |
| 7 | MIDD | MIDDLEBY CORP | 54K | $9M | 6.8% | NEW |
| 8 | AA | ALCOA CORP | 165K | $9M | 6.3% | −11% |
| 9 | HMY | HARMONY GOLD MNG LTD | 486K | $7M | 5.4% | −8% |
| 10 | AMBP | ARDAGH METAL PACKAGING S A | 781K | $4M | 2.7% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOUNTAINEER SIGNAL
AC read
Mountaineer Partners Management, LLC is a Other fund managing $172 million in assets. The fund runs a portfolio of 36 positions.
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