Mountaineer Partners Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 14Value: $72.8MLatest: 2025Q1

Mountaineer Partners Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENTG",
  "HBM",
  "NXE",
  "SJT",
  "ATI",
  "ECG",
  "FCX",
  "AMBP",
  "AA",
  "DHI",
  "VSH",
  "BLDR",
  "CENX",
  "CSTM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 72814796
Accession Number: 0000919574-25-003166
Form Type: 13F-HR
CIK: mountaineer-partners-management
Manager Name: Mountaineer-Partners-Management

Data Enrichment

100% identified

14 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $72.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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CENTURY ALUMINUM CO

CENX|156431108

Shares:543.2K

Value:$10.1M

% of Portfolio:13.8% ($10.1M/$72.8M)

VISHAY INTERTECHNOLOGY INC

VSH|928298108

Shares:551.0K

Value:$8.8M

% of Portfolio:12.0% ($8.8M/$72.8M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:205.8K

Value:$7.8M

% of Portfolio:10.7% ($7.8M/$72.8M)

ATI INC

ATI|01741R102

Shares:145.5K

Value:$7.6M

% of Portfolio:10.4% ($7.6M/$72.8M)

Hudbay Minerals Inc.

HBM|443628102

Shares:928.6K

Value:$7.0M

% of Portfolio:9.7% ($7.0M/$72.8M)

Everus Construction Group, Inc.

ECG|300426103

Shares:178.3K

Value:$6.6M

% of Portfolio:9.1% ($6.6M/$72.8M)

Alcoa Corp

AA|013872106

Shares:210.8K

Value:$6.4M

% of Portfolio:8.8% ($6.4M/$72.8M)

HORTON D R INC /DE/

DHI|23331A109

Shares:41.1K

Value:$5.2M

% of Portfolio:7.2% ($5.2M/$72.8M)

CONSTELLIUM SE

CSTM|F21107101

Shares:412.6K

Value:$4.2M

% of Portfolio:5.7% ($4.2M/$72.8M)

SAN JUAN BASIN ROYALTY TRUST

SJT|798241105

Shares:550.6K

Value:$3.0M

% of Portfolio:4.2% ($3.0M/$72.8M)

Ardagh Metal Packaging S.A.

AMBP|L02235106

Shares:816.2K

Value:$2.5M

% of Portfolio:3.4% ($2.5M/$72.8M)

ENTEGRIS INC

ENTG|29362U104

Shares:19.1K

Value:$1.7M

% of Portfolio:2.3% ($1.7M/$72.8M)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:11.0K

Value:$1.4M

% of Portfolio:1.9% ($1.4M/$72.8M)

NexGen Energy Ltd.

NXE|65340P106

Shares:129.5K

Value:$581.3K

% of Portfolio:0.8% ($581.3K/$72.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CENTURY ALUMINUM CO(CENXcusip156431108)	543.2K	QoQ +418.93% (+438.5K) YoY -72.47% (-1.4M)	All Managers (Combined)	$10.1M	13.8% ($10.1M/$72.8M)	QoQ +428.61% (+$8.2M) YoY -66.81% (-$20.3M)
VISHAY INTERTECHNOLOGY INC(VSHcusip928298108)	551.0K	QoQ +31.89% (+133.2K) YoY -73.27% (-1.5M)	All Managers (Combined)	$8.8M	12.0% ($8.8M/$72.8M)	QoQ +23.79% (+$1.7M) YoY -81.26% (-$38.0M)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	205.8K	QoQ +4.84% (+9.5K) YoY -7.66% (-17.1K)	All Managers (Combined)	$7.8M	10.7% ($7.8M/$72.8M)	QoQ +4.24% (+$317.2K) YoY -25.65% (-$2.7M)
ATI INC(ATIcusip01741R102)	145.5K	QoQ 0.00% (-0) YoY -23.59% (-44.9K)	All Managers (Combined)	$7.6M	10.4% ($7.6M/$72.8M)	QoQ -5.46% (-$437.9K) YoY -22.31% (-$2.2M)
Hudbay Minerals Inc.(HBMcusip443628102)	928.6K	QoQ +4.52% (-40.2K) YoY -6.42% (-63.8K)	All Managers (Combined)	$7.0M	9.7% ($7.0M/$72.8M)	QoQ -2.05% (-$147.7K) YoY +1.46% (-$101.5K)
Everus Construction Group, Inc.(ECGcusip300426103)	178.3K	QoQ +523.91% (+149.7K) YoY NEW(+178.3K)	All Managers (Combined)	$6.6M	9.1% ($6.6M/$72.8M)	QoQ +251.95% (+$4.7M) YoY NEW(+$6.6M)
Alcoa Corp(AAcusip013872106)	210.8K	QoQ +3.11% (-6.4K) YoY +22.91% (+39.3K)	All Managers (Combined)	$6.4M	8.8% ($6.4M/$72.8M)	QoQ -16.75% (-$1.3M) YoY +10.94% (+$634.2K)
HORTON D R INC /DE/(DHIcusip23331A109)	41.1K	QoQ +4.21% (-1.7K) YoY NEW(+41.1K)	All Managers (Combined)	$5.2M	7.2% ($5.2M/$72.8M)	QoQ -5.24% (-$289.7K) YoY NEW(+$5.2M)
CONSTELLIUM SE(CSTMcusipF21107101)	412.6K	QoQ -40.26% (-278.1K) YoY -5.98% (-26.3K)	All Managers (Combined)	$4.2M	5.7% ($4.2M/$72.8M)	QoQ -41.31% (-$2.9M) YoY -57.09% (-$5.5M)
SAN JUAN BASIN ROYALTY TRUST(SJTcusip798241105)	550.6K	QoQ 0.00% (+0) YoY -0.13% (-754)	All Managers (Combined)	$3.0M	4.2% ($3.0M/$72.8M)	QoQ +44.38% (+$936.1K) YoY +4.39% (-$128.2K)
Ardagh Metal Packaging S.A.(AMBPcusipL02235106)	816.2K	QoQ 0.00% (+0) YoY NEW(+816.2K)	All Managers (Combined)	$2.5M	3.4% ($2.5M/$72.8M)	QoQ +0.33% (+$8.2K) YoY NEW(+$2.5M)
ENTEGRIS INC(ENTGcusip29362U104)	19.1K	QoQ -76.02% (-60.4K) YoY -65.77% (-36.6K)	All Managers (Combined)	$1.7M	2.3% ($1.7M/$72.8M)	QoQ -78.82% (-$6.2M) YoY -78.69% (-$6.2M)
Builders FirstSource, Inc.(BLDRcusip12008R107)	11.0K	QoQ -75.76% (-34.3K) YoY NEW(+11.0K)	All Managers (Combined)	$1.4M	1.9% ($1.4M/$72.8M)	QoQ -78.81% (-$5.1M) YoY NEW(+$1.4M)
NexGen Energy Ltd.(NXEcusip65340P106)	129.5K	QoQ 0.00% (-0) YoY -64.18% (-232.0K)	All Managers (Combined)	$581.3K	0.8% ($581.3K/$72.8M)	QoQ -31.96% (-$273.2K) YoY -79.30% (-$2.2M)