13F Insight
DOSSIER · 13F-HR · Q1 2026

Mountaineer Partners Management, LLC

$201M in tracked AUM across 32 positions as of Q1 2026.

MP
CIK 0001730532 · last filed Mar 31, 2026
Total AUM
$201M
as of Q1 2026
Holdings
32
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CENX
CENTURY ALUM CO
$34M584K17.0%02
F21107101
CONSTELLIUM SE
$16M658K8.0%03
AA
ALCOA CORP
$16M234K7.7%04
HBM
HUDBAY MINERALS INC
$15M706K7.3%05
FCX
FREEPORT MCMORAN INC
$14M241K7.0%06
CRS
CARPENTER TECHNOLOGY CORP
$14M36K7.0%07
SXT
SENSIENT TECHNOLOGIES CORP
$14M157K6.7%08
ATI
ATI INC
$13M92K6.6%09
KEX
KIRBY CORP
$12M89K5.9%10
SARO
STANDARDAERO INC
$11M407K5.2%

Filing history

2026Q1Mar 31
$201M▲ 12.6%
32 positionsView →2025Q4Dec 31
$179M▲ 3.9%
34 positionsView →2025Q3Sep 30
$172M▲ 13.6%
36 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$181M▲ 31.7%
28 positionsLocked
Showing 12 of 30