Mountaineer Partners Management, LLC: 13F holdings
CIK 17305322026Q2
| Positions | 11 |
|---|---|
| Reported value | $137.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CENX CENTURY ALUM CO | 503,309 | $23.2m | 16.8% |
| SXT SENSIENT TECHNOLOGIES CORP | 131,727 | $16.2m | 11.8% |
| CONSTELLIUM SE | 482,130 | $15.4m | 11.2% |
| SARO STANDARDAERO INC | 464,595 | $13.9m | 10.1% |
| CRS CARPENTER TECHNOLOGY CORP | 20,894 | $12.9m | 9.4% |
| ATI ATI INC | 60,419 | $11.9m | 8.7% |
| MIDD MIDDLEBY CORP | 67,536 | $11.6m | 8.5% |
| AA ALCOA CORP | 208,165 | $10.9m | 7.9% |
| HMY HARMONY GOLD MNG LTD | 612,949 | $9.3m | 6.8% |
| ARDAGH METAL PACKAGING S A | 1,722,234 | $8.2m | 5.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730532")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.