13F Insight
DOSSIER · 13F-HR · Q2 2026

Mountaineer Partners Management, LLC

$137M in tracked AUM across 23 positions as of Q2 2026.

MP
CIK 0001730532 · last filed Jun 30, 2026
Total AUM
$137M
as of Q2 2026
Holdings
23
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Mountaineer Partners Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CENX
CENTURY ALUM CO
$23M503K16.8%02
SXT
SENSIENT TECHNOLOGIES CORP
$16M132K11.8%03
F21107101
CONSTELLIUM SE
$15M482K11.2%04
SARO
STANDARDAERO INC
$14M465K10.1%05
CRS
CARPENTER TECHNOLOGY CORP
$13M21K9.4%06
ATI
ATI INC
$12M60K8.7%07
MIDD
MIDDLEBY CORP
$12M68K8.4%08
AA
ALCOA CORP
$11M208K7.9%09
HMY
HARMONY GOLD MNG LTD
$9M613K6.8%10
L02235106
ARDAGH METAL PACKAGING S A
$8M1.7M5.9%

Filing history

2026Q2Jun 30
$137M▼ 31.7%
23 positionsView →2026Q1Mar 31
$201M▲ 12.6%
32 positionsView →2025Q4Dec 31
$179M▲ 3.9%
34 positionsView →2025Q3Sep 30
$172M▲ 13.6%
36 positionsLocked2025Q2Jun 30
$151M▲ 44.8%
32 positionsLocked2025Q1Mar 31
$105M▼ 23.5%
28 positionsLocked2024Q4Dec 31
$137M▼ 97.9%
34 positionsLocked2024Q3Sep 30
$6.6B▲ 3317.8%
30 positionsLocked2024Q2Jun 30
$192M▼ 11.3%
32 positionsLocked2024Q1Mar 31
$217M▲ 10.1%
32 positionsLocked2023Q4Dec 31
$197M▲ 26.1%
28 positionsLocked2023Q3Sep 30
$156M▼ 13.9%
28 positionsLocked
Showing 12 of 31