What does Mountaineer Partners Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Mountaineer Partners Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CENTURY ALUM CO

$34M584K17.0%

CONSTELLIUM SE

$16M658K8.0%

ALCOA CORP

$16M234K7.7%

HUDBAY MINERALS INC

$15M706K7.3%

FREEPORT MCMORAN INC

$14M241K7.0%

CARPENTER TECHNOLOGY CORP

$14M36K7.0%

SENSIENT TECHNOLOGIES CORP

$14M157K6.7%

ATI INC

$13M92K6.6%

KIRBY CORP

$12M89K5.9%

STANDARDAERO INC

$11M407K5.2%

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