13F HOLDINGS REPORT
Mountaineer Partners Management, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000919574-26-000943
Total Value
$178.7M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTURY ALUM CO | CENX | 555,380 | $21.8M | 12.18% |
| 2 | HUDBAY MINERALS INC | HBM | 683,481 | $13.6M | 7.59% |
| 3 | ATI INC | ATI | 111,012 | $12.7M | 7.13% |
| 4 | FREEPORT-MCMORAN INC | FCX | 225,801 | $11.5M | 6.42% |
| 5 | ALCOA CORP | AA | 203,791 | $10.8M | 6.06% |
| 6 | CONSTELLIUM SE | CSTM | 571,225 | $10.8M | 6.02% |
| 7 | CARPENTER TECHNOLOGY CORP | CRS | 30,388 | $9.6M | 5.35% |
| 8 | SENSIENT TECHNOLOGIES CORP | SXT | 96,411 | $9.1M | 5.07% |
| 9 | STANDARDAERO INC | SARO | 298,025 | $8.5M | 4.78% |
| 10 | BUILDERS FIRSTSOURCE INC | BLDR | 75,634 | $7.8M | 4.35% |
| 11 | KIRBY CORP | KEX | 69,748 | $7.7M | 4.30% |
| 12 | D R HORTON INC | 23331A109 | 52,048 | $7.5M | 4.19% |
| 13 | ARDAGH METAL PACKAGING S A | AMPWF | 1,102,670 | $4.5M | 2.53% |
| 14 | NEXGEN ENERGY LTD | NXE | 408,571 | $3.8M | 2.10% |
| 15 | FRONTIER GROUP HLDGS INC | ULCC | 747,181 | $3.5M | 1.97% |
| 16 | SAN JUAN BASIN RTY TR | 798241105 | 563,924 | $3.2M | 1.77% |
| 17 | CAMECO CORP | CCJ | 33,307 | $3.0M | 1.70% |
| 18 | CENTURY ALUM CO | CENX | 53,095 | $2.1M | 1.16% |
| 19 | CONSTELLIUM SE | CSTM | 110,239 | $2.1M | 1.16% |
| 20 | HUDBAY MINERALS INC | HBM | 103,766 | $2.1M | 1.15% |
| 21 | FREEPORT-MCMORAN INC | FCX | 40,526 | $2.1M | 1.15% |
| 22 | ATI INC | ATI | 17,897 | $2.1M | 1.15% |
| 23 | ALCOA CORP | AA | 38,203 | $2.0M | 1.14% |
| 24 | STANDARDAERO INC | SARO | 69,473 | $2.0M | 1.11% |
| 25 | CARPENTER TECHNOLOGY CORP | CRS | 6,302 | $2.0M | 1.11% |
| 26 | KIRBY CORP | KEX | 17,696 | $1.9M | 1.09% |
| 27 | SENSIENT TECHNOLOGIES CORP | SXT | 20,679 | $1.9M | 1.09% |
| 28 | BUILDERS FIRSTSOURCE INC | BLDR | 18,457 | $1.9M | 1.06% |
| 29 | D R HORTON INC | 23331A109 | 12,956 | $1.9M | 1.04% |
| 30 | ARDAGH METAL PACKAGING S A | AMPWF | 366,810 | $1.5M | 0.84% |
| 31 | NEXGEN ENERGY LTD | NXE | 129,471 | $1.2M | 0.67% |
| 32 | FRONTIER GROUP HLDGS INC | ULCC | 206,194 | $971,174 | 0.54% |
| 33 | SAN JUAN BASIN RTY TR | 798241105 | 168,427 | $946,560 | 0.53% |
| 34 | CAMECO CORP | CCJ | 9,117 | $834,114 | 0.47% |