§ 13F · FUND PROFILE
Mountaineer Partners Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 34Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$178.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | 555K | $21.8T | 12.2% | NEW |
| 2 | HBM | HUDBAY MINERALS INC | 683K | $13.6T | 7.6% | NEW |
| 3 | ATI | ATI INC | 111K | $12.7T | 7.1% | NEW |
| 4 | FCX | FREEPORT-MCMORAN INC | 226K | $11.5T | 6.4% | NEW |
| 5 | AA | ALCOA CORP | 204K | $10.8T | 6.1% | NEW |
| 6 | CSTM | CONSTELLIUM SE | 571K | $10.8T | 6.0% | NEW |
| 7 | CRS | CARPENTER TECHNOLOGY CORP | 30K | $9.6T | 5.4% | NEW |
| 8 | SXT | SENSIENT TECHNOLOGIES CORP | 96K | $9.1T | 5.1% | NEW |
| 9 | SARO | STANDARDAERO INC | 298K | $8.5T | 4.8% | NEW |
| 10 | BLDR | BUILDERS FIRSTSOURCE INC | 76K | $7.8T | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOUNTAINEER SIGNAL
AC read
Mountaineer Partners Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed