Mountaineer Partners Management, LLC

Est. AUM

$152.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CENTURY ALUM CO	COM	$31.9M	543211	20.86%	SOLE
2	CONSTELLIUM SE	CL A SHS	$14.0M	571225	9.19%	SOLE
3	ALCOA CORP	COM	$13.3M	200130	8.69%	SOLE
4	FREEPORT MCMORAN INC	CL B	$12.1M	205508	7.90%	SOLE
5	CARPENTER TECHNOLOGY CORP	COM	$12.0M	30433	7.85%	SOLE
6	SENSIENT TECHNOLOGIES CORP	COM	$11.4M	131646	7.44%	SOLE
7	ATI INC	COM	$11.2M	77072	7.33%	SOLE
8	KIRBY CORP	COM	$9.7M	72915	6.34%	SOLE
9	STANDARDAERO INC	COM	$8.5M	330014	5.58%	SOLE
10	HARMONY GOLD MNG LTD	SPONSORED ADR	$8.3M	540042	5.43%	SOLE
11	BUILDERS FIRSTSOURCE INC	COM	$6.6M	80443	4.33%	SOLE
12	ARDAGH METAL PACKAGING S A	SHS	$6.1M	1511272	4.00%	SOLE
13	FRONTIER GROUP HLDGS INC	COM	$2.6M	747181	1.73%	SOLE
14	HUDBAY MINERALS INC	COM	$2.3M	111195	1.52%	SOLE
15	D R HORTON INC	COM	$1.8M	12956	1.16%	SOLE
16	CAMECO CORP	COM	$990K	9117	0.65%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.