Mountaineer Partners Management, LLC Top Holdings and 13F Report (2025) About Mountaineer Partners Management, LLCInvestment ActivityMountaineer Partners Management, LLC has $151.30 million in total holdings as of June 30, 2025.Mountaineer Partners Management, LLC owns shares of 16 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 26.60% of the portfolio was purchased this quarter.About 8.96% of the portfolio was sold this quarter.This quarter, Mountaineer Partners Management, LLC has purchased 14 new stocks and bought additional shares in 8 stocks.Mountaineer Partners Management, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings EVERUS CONSTR GROUP $13,101,030Century Aluminum $12,706,803HudBay Minerals $11,930,224Vishay Intertechnology $11,790,979Constellium $11,247,570 Largest New Holdings this Quarter 144285103 - Carpenter Technology $11,050,225 Holding85423L103 - STANDARDAERO INC $9,201,605 Holding497266106 - Kirby $7,420,530 Holding Largest Purchases this Quarter Carpenter Technology 39,982 shares (about $11.05M)STANDARDAERO INC 290,730 shares (about $9.20M)Kirby 65,431 shares (about $7.42M)Constellium 303,614 shares (about $4.04M)Entegris 27,701 shares (about $2.23M) Largest Sales this Quarter ATI 58,405 shares (about $5.04M)EVERUS CONSTR GROUP 20,639 shares (about $1.31M)HudBay Minerals 36,623 shares (about $388.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMountaineer Partners Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEVERUS CONSTR GROUP$13,101,030$1,311,196 ▼-9.1%206,2188.7%COMCENXCentury Aluminum$12,706,803$1,185,302 ▲10.3%705,1508.4%IndustrialsHBMHudBay Minerals$11,930,224$388,570 ▼-3.2%1,124,4327.9%Basic MaterialsVSHVishay Intertechnology$11,790,979$1,318,469 ▲12.6%742,5057.8%Computer and TechnologyCSTMConstellium$11,247,570$4,038,066 ▲56.0%845,6827.4%IndustrialsCRSCarpenter Technology$11,050,225$11,050,225 ▲New Holding39,9827.3%Basic MaterialsFCXFreeport-McMoRan$10,965,859$104,170 ▲1.0%252,9617.2%Basic MaterialsATIATI$10,617,230$5,042,688 ▼-32.2%122,9707.0%Basic MaterialsENTGEntegris$10,180,450$2,234,086 ▲28.1%126,2306.7%Computer and TechnologySTANDARDAERO INC$9,201,605$9,201,605 ▲New Holding290,7306.1%COMAAAlcoa$8,994,087$1,145,460 ▲14.6%304,7815.9%IndustrialsKEXKirby$7,420,530$7,420,530 ▲New Holding65,4314.9%TransportationBLDRBuilders FirstSource$7,288,924$496,283 ▲7.3%62,4644.8%Retail/WholesaleAMBPArdagh Metal Packaging$6,584,712$2,057,670 ▲45.5%1,538,4844.4%IndustrialsSJTSan Juan Basin Royalty Trust$4,299,9420.0%719,0542.8%EnergyNXENexGen Energy$3,917,6790.0%564,5072.6%Basic MaterialsDHID.R. Horton$0$6,821,160 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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