Mountaineer Partners Management, LLC Portfolio Holdings

Mountaineer Partners Management, LLC

  • $129 Million
  • Q2 2025

Mountaineer Partners Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Century Aluminum CO with a value of $12.7M, Hudbay Minerals Inc. with a value of $11.9M, Vishay Intertechnology Inc with a value of $11.8M, Constellium Se with a value of $11.2M, and Carpenter Technology Corp with a value of $11.1M.

Examining the 13F form we can see an increase of $32.9M in the current position value, from $96.1M to 129M.

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 $129 Million
Basic Materials: $55.8 Million
Industrials: $36.4 Million
Technology: $22 Million
Energy: $8.22 Million
Consumer Cyclical: $6.58 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.5B
$11.1 Million 8.57% of portfolio
39,982
Q2 2025 New
$60.2B
$11 Million 8.5% of portfolio
252,961
Q2 2025 Added 0.96%
$11.3B
$10.2 Million 7.89% of portfolio
126,230
Q2 2025 Added 28.11%
$21.5B
$7.29 Million 5.65% of portfolio
62,464
Q2 2025 Added 7.31%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $129 Million
  • Prior Value $96.1 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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