13F HOLDINGS REPORT
Mountaineer Partners Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006893
Total Value
$171.9M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTURY ALUM CO | CENX | 590,103 | $17.3M | 10.08% |
| 2 | EVERUS CONSTR GROUP | EVEX-WT | 145,006 | $12.4M | 7.23% |
| 3 | HUDBAY MINERALS INC | HBM | 819,718 | $12.4M | 7.23% |
| 4 | CONSTELLIUM SE | CSTM | 699,168 | $10.4M | 6.05% |
| 5 | ATI INC | ATI | 117,979 | $9.6M | 5.58% |
| 6 | FREEPORT-MCMORAN INC | FCX | 239,967 | $9.4M | 5.47% |
| 7 | VISHAY INTERTECHNOLOGY INC | VSH | 614,208 | $9.4M | 5.47% |
| 8 | ENTEGRIS INC | ENTG | 101,490 | $9.4M | 5.46% |
| 9 | CARPENTER TECHNOLOGY CORP | CRS | 32,295 | $7.9M | 4.61% |
| 10 | ALCOA CORP | AA | 235,295 | $7.7M | 4.50% |
| 11 | STANDARDAERO INC | SARO | 224,046 | $6.1M | 3.56% |
| 12 | BUILDERS FIRSTSOURCE INC | BLDR | 47,248 | $5.7M | 3.33% |
| 13 | ARDAGH METAL PACKAGING S A | AMPWF | 1,171,674 | $4.7M | 2.72% |
| 14 | KIRBY CORP | KEX | 50,460 | $4.2M | 2.45% |
| 15 | NEXGEN ENERGY LTD | NXE | 435,036 | $3.9M | 2.26% |
| 16 | D R HORTON INC | 23331A109 | 21,521 | $3.6M | 2.12% |
| 17 | URANIUM ENERGY CORP | UEC | 251,964 | $3.4M | 1.95% |
| 18 | SAN JUAN BASIN RTY TR | 798241105 | 550,627 | $3.3M | 1.93% |
| 19 | EVERUS CONSTR GROUP | EVEX-WT | 24,838 | $2.1M | 1.24% |
| 20 | FREEPORT-MCMORAN INC | FCX | 54,082 | $2.1M | 1.23% |
| 21 | ATI INC | ATI | 26,041 | $2.1M | 1.23% |
| 22 | CARPENTER TECHNOLOGY CORP | CRS | 8,554 | $2.1M | 1.22% |
| 23 | CENTURY ALUM CO | CENX | 70,940 | $2.1M | 1.21% |
| 24 | HUDBAY MINERALS INC | HBM | 135,701 | $2.1M | 1.20% |
| 25 | ALCOA CORP | AA | 61,347 | $2.0M | 1.17% |
| 26 | ENTEGRIS INC | ENTG | 21,744 | $2.0M | 1.17% |
| 27 | CONSTELLIUM SE | CSTM | 134,608 | $2.0M | 1.16% |
| 28 | VISHAY INTERTECHNOLOGY INC | VSH | 127,969 | $2.0M | 1.14% |
| 29 | STANDARDAERO INC | SARO | 66,684 | $1.8M | 1.06% |
| 30 | BUILDERS FIRSTSOURCE INC | BLDR | 13,511 | $1.6M | 0.95% |
| 31 | ARDAGH METAL PACKAGING S A | AMPWF | 366,810 | $1.5M | 0.85% |
| 32 | KIRBY CORP | KEX | 14,971 | $1.2M | 0.73% |
| 33 | NEXGEN ENERGY LTD | NXE | 129,471 | $1.2M | 0.67% |
| 34 | D R HORTON INC | 23331A109 | 6,355 | $1.1M | 0.63% |
| 35 | SAN JUAN BASIN RTY TR | 798241105 | 168,427 | $1.0M | 0.59% |
| 36 | URANIUM ENERGY CORP | UEC | 68,988 | $920,300 | 0.54% |