Mountaineer Partners Management, LLC Top Holdings and 13F Report (2026) About Mountaineer Partners Management, LLCInvestment ActivityMountaineer Partners Management, LLC has $159.47 million in total holdings as of September 30, 2026.Mountaineer Partners Management, LLC owns shares of 14 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 96.88% of the portfolio was purchased this quarter.This quarter, Mountaineer Partners Management, LLC has purchased 1 new stock and bought additional shares in 1 stock.Mountaineer Partners Management, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Century Aluminum $22,817,005HudBay Minerals $12,917,976Vishay Intertechnology $12,733,528Sensient Technologies $12,602,846Flex $12,508,833 Largest New Holdings this Quarter 156431108 - Century Aluminum $22,817,005 Holding443628102 - HudBay Minerals $12,917,976 Holding928298108 - Vishay Intertechnology $12,733,528 Holding81725T100 - Sensient Technologies $12,602,846 HoldingY2573F102 - Flex $12,508,833 Holding Largest Purchases this Quarter Century Aluminum 634,158 shares (about $22.82M)HudBay Minerals 484,182 shares (about $12.92M)Vishay Intertechnology 391,199 shares (about $12.73M)Sensient Technologies 96,411 shares (about $12.60M)Flex 113,727 shares (about $12.51M) 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 PortfolioSectorCENXCentury Aluminum$22,817,005$22,817,005 ▲New Holding634,15814.3%MaterialsHBMHudBay Minerals$12,917,976$12,917,976 ▲New Holding484,1828.1%MaterialsVSHVishay Intertechnology$12,733,528$12,733,528 ▲New Holding391,1998.0%TechnologySXTSensient Technologies$12,602,846$12,602,846 ▲New Holding96,4117.9%MaterialsFLEXFlex$12,508,833$12,508,833 ▲New Holding113,7277.8%TechnologyCSTMConstellium$12,100,951$12,100,951 ▲New Holding500,2467.6%MaterialsSTANDARDAERO INC$11,329,634$11,329,634 ▲New Holding530,6627.1%COMATIATI$11,138,046$11,138,046 ▲New Holding58,8077.0%IndustrialsMIDERA FOOD PROCESSING INC$11,007,317$11,007,317 ▲New Holding269,6556.9%COMHONEYWELL AEROSPACE INC$10,349,672$10,349,672 ▲New Holding66,7856.5%COMAAAlcoa$9,620,310$9,620,310 ▲New Holding229,0556.0%MaterialsCRSCarpenter Technology$8,124,005$8,124,005 ▲New Holding20,8945.1%IndustrialsAMBPArdagh Metal Packaging$7,474,495$2,492,058 ▲50.0%1,722,2344.7%MaterialsCCJCameco$4,748,562$4,748,562 ▲New Holding54,7893.0%EnergyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
