MOUNTAINEER PARTNERS MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMBP | 1.54M | $6.14M |
 | HBM | 955K | $14.48M |
 | CSTM | 834K | $12.41M |
 | VSH | 742K | $11.36M |
 | CENX | 661K | $19.41M |
 | NXE | 565K | $5.05M |
 | AA | 297K | $9.76M |
 | FCX | 294K | $11.53M |
 | SARO | 291K | $7.93M |
 | ECG | 170K | $14.56M |
 | ATI | 144K | $11.71M |
 | ENTG | 123K | $11.39M |
 | KEX | 65K | $5.46M |
 | BLDR | 61K | $7.37M |
 | CRS | 41K | $10.03M |
 | DHI | 28K | $4.72M |
Ardagh Metal Packaging S.A.
AMBP
Shares Held
1.54M
Value
$6.14M
Hudbay Minerals Inc.
HBM
Shares Held
955K
Value
$14.48M
Constellium SE
CSTM
Shares Held
834K
Value
$12.41M
Vishay Intertechnology, Inc.
VSH
Shares Held
742K
Value
$11.36M
Century Aluminum Company
CENX
Shares Held
661K
Value
$19.41M
NexGen Energy Ltd.
NXE
Shares Held
565K
Value
$5.05M
Alcoa Corporation
AA
Shares Held
297K
Value
$9.76M
Freeport-McMoRan Inc.
FCX
Shares Held
294K
Value
$11.53M
StandardAero, Inc.
SARO
Shares Held
291K
Value
$7.93M
Everus Construction Group, Inc.
ECG
Shares Held
170K
Value
$14.56M
ATI Inc.
ATI
Shares Held
144K
Value
$11.71M
Entegris, Inc.
ENTG
Shares Held
123K
Value
$11.39M
Kirby Corporation
KEX
Shares Held
65K
Value
$5.46M
Builders FirstSource, Inc.
BLDR
Shares Held
61K
Value
$7.37M
Carpenter Technology Corporation
CRS
Shares Held
41K
Value
$10.03M
D.R. Horton, Inc.
DHI
Shares Held
28K
Value
$4.72M