13F HOLDINGS REPORT
Mountaineer Partners Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004802
Total Value
$151.3M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EVERUS CONSTR GROUP | EVEX-WT | 172,988 | $11.0M | 7.26% |
| 2 | CENTURY ALUM CO | CENX | 590,103 | $10.6M | 7.03% |
| 3 | HUDBAY MINERALS INC | HBM | 928,580 | $9.9M | 6.51% |
| 4 | VISHAY INTERTECHNOLOGY INC | VSH | 614,208 | $9.8M | 6.45% |
| 5 | CONSTELLIUM SE | CSTM | 699,168 | $9.3M | 6.15% |
| 6 | FREEPORT-MCMORAN INC | FCX | 205,826 | $8.9M | 5.90% |
| 7 | CARPENTER TECHNOLOGY CORP | CRS | 32,261 | $8.9M | 5.89% |
| 8 | ATI INC | ATI | 98,726 | $8.5M | 5.63% |
| 9 | ENTEGRIS INC | ENTG | 101,490 | $8.2M | 5.41% |
| 10 | STANDARDAERO INC | SARO | 224,046 | $7.1M | 4.69% |
| 11 | ALCOA CORP | AA | 235,295 | $6.9M | 4.59% |
| 12 | KIRBY CORP | KEX | 50,460 | $5.7M | 3.78% |
| 13 | BUILDERS FIRSTSOURCE INC | BLDR | 47,248 | $5.5M | 3.64% |
| 14 | ARDAGH METAL PACKAGING S A | AMPWF | 1,171,674 | $5.0M | 3.31% |
| 15 | SAN JUAN BASIN RTY TR | 798241105 | 550,627 | $3.3M | 2.18% |
| 16 | NEXGEN ENERGY LTD | NXE | 435,036 | $3.0M | 2.00% |
| 17 | CARPENTER TECHNOLOGY CORP | CRS | 7,721 | $2.1M | 1.41% |
| 18 | EVERUS CONSTR GROUP | EVEX-WT | 33,230 | $2.1M | 1.40% |
| 19 | STANDARDAERO INC | SARO | 66,684 | $2.1M | 1.39% |
| 20 | ATI INC | ATI | 24,244 | $2.1M | 1.38% |
| 21 | HUDBAY MINERALS INC | HBM | 195,852 | $2.1M | 1.37% |
| 22 | CENTURY ALUM CO | CENX | 115,047 | $2.1M | 1.37% |
| 23 | ALCOA CORP | AA | 69,486 | $2.1M | 1.36% |
| 24 | FREEPORT-MCMORAN INC | FCX | 47,135 | $2.0M | 1.35% |
| 25 | VISHAY INTERTECHNOLOGY INC | VSH | 128,297 | $2.0M | 1.35% |
| 26 | ENTEGRIS INC | ENTG | 24,740 | $2.0M | 1.32% |
| 27 | CONSTELLIUM SE | CSTM | 146,514 | $1.9M | 1.29% |
| 28 | BUILDERS FIRSTSOURCE INC | BLDR | 15,216 | $1.8M | 1.17% |
| 29 | KIRBY CORP | KEX | 14,971 | $1.7M | 1.12% |
| 30 | ARDAGH METAL PACKAGING S A | AMPWF | 366,810 | $1.6M | 1.04% |
| 31 | SAN JUAN BASIN RTY TR | 798241105 | 168,427 | $1.0M | 0.67% |
| 32 | NEXGEN ENERGY LTD | NXE | 129,471 | $898,529 | 0.59% |