Mountaineer Partners Management, LLC
Mountaineer Partners Management, LLC reported 21 holdings worth US$132M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Mountaineer Partners Management, LLC reported 21 holdings worth US$132M as of Jun 30, 2026. Largest: Century Aluminum Company, Sensient Technologies Corporation and Standardaero, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$132M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Century Aluminum Company | 503K | US$23.2M | 16.8% |
| Sensient Technologies Corporation | 132K | US$16.2M | 11.8% |
| Standardaero, Inc. | 465K | US$13.9M | 10.1% |
| Carpenter Technology Corporation | 20,894 | US$12.9M | 9.4% |
| Ati Inc. | 60,419 | US$11.9M | 8.7% |
| The Middleby Corporation | 67,536 | US$11.6M | 8.5% |
| Alcoa Corporation | 208K | US$10.9M | 7.9% |
| Harmony Gold Mining Co. Ltd. | 613K | US$9.32M | 6.8% |
| Cameco Corporation | 39,903 | US$4.06M | 3.0% |
| Builders Firstsource, Inc. | 0 | US$0 | 0.00% |
| D.r. Horton, Inc. | 0 | US$0 | 0.00% |
| Freeport-mcmoran, Inc. | 0 | US$0 | 0.00% |
| Frontier Group Holdings, Inc. | 0 | US$0 | 0.00% |
| Hudbay Minerals Inc | 0 | US$0 | 0.00% |
| Kirby Corporation | 0 | US$0 | 0.00% |