Holders — by stockHoldings — by fund
Mountaineer Partners Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001730532
$132.0M
disclosed book value
11
positions
17.5%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CENXCENTURY ALUM CO | 503,309 | $23.2M | 17.5% |
| 2 | SXTSENSIENT TECHNOLOGIES CORP | 131,727 | $16.2M | 12.3% |
| 3 | CONSTELLIUM SE | 482,130 | $15.4M | 11.6% |
| 4 | SAROSTANDARDAERO INC | 464,595 | $13.9M | 10.5% |
| 5 | CRSCARPENTER TECHNOLOGY CORP | 20,894 | $12.9M | 9.8% |
| 6 | ATIATI INC | 60,419 | $11.9M | 9% |
| 7 | MIDDMIDDLEBY CORP | 67,536 | $11.6M | 8.8% |
| 8 | AAALCOA CORP | 208,165 | $10.9M | 8.2% |
| 9 | HMYHARMONY GOLD MNG LTD | 612,949 | $9.3M | 7.1% |
| 10 | CCJCAMECO CORP | 39,903 | $4.1M | 3.1% |
| 11 | ARDAGH METAL PACKAGING S A | 574,207 | $2.7M | 2.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.