Mountaineer Partners Management, LLC Portfolio Holdings

Mountaineer Partners Management, LLC

  • $149 Million
  • Q3 2025

Mountaineer Partners Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $149 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Century Aluminum CO with a value of $19.4M, Hudbay Minerals Inc. with a value of $14.5M, Constellium Se with a value of $12.4M, Allegheny Technologies Inc with a value of $11.7M, and Freeport Mcmoran Inc with a value of $11.5M.

Examining the 13F form we can see an increase of $20.5M in the current position value, from $129M to 149M.

Mountaineer Partners Management, LLC is based out at New York, NY

Below you can find more details about Mountaineer Partners Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
Basic Materials: $67.6 Million
Industrials: $34.6 Million
Technology: $22.7 Million
Energy: $13.7 Million
Consumer Cyclical: $10.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.63B
$19.4 Million 12.99% of portfolio
661,043
Q3 2025 Reduced 6.25%
$4.13B
$14.5 Million 9.69% of portfolio
955,419
Q3 2025 Reduced 15.03%
$2.23B
$12.4 Million 8.3% of portfolio
833,776
Q3 2025 Reduced 1.41%
$12.9B
$11.7 Million 7.84% of portfolio
144,020
Q3 2025 Added 17.12%
$57.4B
$11.5 Million 7.72% of portfolio
294,049
Q3 2025 Added 16.24%
$11.7B
$11.4 Million 7.62% of portfolio
123,234
Q3 2025 Reduced 2.37%
$1.73B
$11.4 Million 7.6% of portfolio
742,177
Q3 2025 Reduced 0.04%
$16B
$10 Million 6.71% of portfolio
40,849
Q3 2025 Added 2.17%
$6.76B
$9.76 Million 6.53% of portfolio
296,642
Q3 2025 Reduced 2.67%
$16.1B
$7.37 Million 4.93% of portfolio
60,759
Q3 2025 Reduced 2.73%
$2.17B
$6.14 Million 4.11% of portfolio
1,538,484
Q2 2025 Added 45.45%
$6.51B
$5.46 Million 3.65% of portfolio
65,431
Q2 2025 New
$3.92B
$5.05 Million 3.38% of portfolio
564,507
Q3 2024 Reduced 84.69%
$49.5B
$4.72 Million 3.16% of portfolio
27,876
Q3 2025 New
$300M
$4.34 Million 2.91% of portfolio
719,054
Q3 2024 Reduced 72.97%
$4.23B
$4.28 Million 2.86% of portfolio
320,952
Q3 2025 New
Everus Constr Group
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 17.64%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $149 Million
  • Prior Value $129 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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