Holdings of Mountaineer Partners Management, LLC
12 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 92.8 % of the equity sleeve
Sector breakdown
- Materials 26.3 %
- Consumer discretionary 5.8 %
- Unattributed 67.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 93.5 %
- ZA 6.5 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 11 | 147.9M $ | 93.52 % |
| 2 | ZA | 1 | 10.2M $ | 6.48 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Century Aluminum Co | 583,997 | 34.3M $ | |
| 2 | Alcoa Corp | 233,687 | 15.5M $ | |
| 3 | Freeport-McMoRan Inc | 240,973 | 14.2M $ | |
| 4 | Carpenter Technology Corp | 35,929 | 14.2M $ | |
| 5 | Sensient Technologies Corp | 156,584 | 13.5M $ | |
| 6 | ATI Inc | 91,784 | 13.4M $ | |
| 7 | Kirby Corp | 89,017 | 11.8M $ | |
| 8 | StandardAero Inc | 407,435 | 10.5M $ | |
| 9 | Harmony Gold Mining Co Ltd | 666,735 | 10.2M $ | |
| 10 | DR Horton Inc | 66,541 | 9.1M $ | |
| 11 | Builders FirstSource Inc | 98,203 | 8.1M $ | |
| 12 | Frontier Group Holdings Inc | 953,375 | 3.4M $ |