Institutional Fund
Mountaineer Partners Management, LLC
New York, NYCIK 17305325 filings on record
Portfolio Value
$201.32M
Q1 2026
Holdings
16
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+12.6%
from $178.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Century Alum Co17.0%
- Constellium Se8.0%
- Alcoa Corp7.7%
- Hudbay Minerals Inc7.3%
- Freeport-Mcmoran Inc7.0%
- Carpenter Technology Corp7.0%
- Other45.8%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Century Alum Co | 584.0K | $34.27M | 17.0% | −24.5K | Reduced |
| 2 | Constellium Se | 658.5K | $16.19M | 8.0% | −23.0K | Reduced |
| 3 | Alcoa Corp | 233.7K | $15.50M | 7.7% | −8.3K | Reduced |
| 4 | Hudbay Minerals Inc | 706.0K | $14.76M | 7.3% | −81.2K | Reduced |
| 5 | Freeport-Mcmoran Inc | 241.0K | $14.16M | 7.0% | −25.4K | Reduced |
| 6 | Carpenter Technology Corp | 35.9K | $14.16M | 7.0% | −761 | Reduced |
| 7 | Sensient Technologies Corp | 156.6K | $13.54M | 6.7% | +39.5K | Added |
| 8 | Ati Inc | 91.8K | $13.35M | 6.6% | −37.1K | Reduced |
| 9 | Kirby Corp | 89.0K | $11.83M | 5.9% | +1.6K | Added |
| 10 | Standardaero Inc | 407.4K | $10.52M | 5.2% | +39.9K | Added |
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