MOUNTAINEER PARTNERS MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMBP | 1.47M | $6.02M |
 | ULCC | 953K | $4.49M |
 | HBM | 787K | $15.63M |
 | CSTM | 681K | $12.85M |
 | CENX | 608K | $23.84M |
 | NXE | 538K | $4.95M |
 | SARO | 367K | $10.54M |
 | FCX | 266K | $13.53M |
 | AA | 242K | $12.86M |
 | ATI | 129K | $14.79M |
 | SXT | 117K | $11.00M |
 | BLDR | 94K | $9.68M |
 | KEX | 87K | $9.63M |
 | DHI | 65K | $9.36M |
 | CCJ | 42K | $3.88M |
 | CRS | 37K | $11.55M |
Ardagh Metal Packaging S.A.
AMBP
Shares Held
1.47M
Value
$6.02M
Frontier Group Holdings, Inc.
ULCC
Shares Held
953K
Value
$4.49M
Hudbay Minerals Inc.
HBM
Shares Held
787K
Value
$15.63M
Constellium SE
CSTM
Shares Held
681K
Value
$12.85M
Century Aluminum Company
CENX
Shares Held
608K
Value
$23.84M
NexGen Energy Ltd.
NXE
Shares Held
538K
Value
$4.95M
StandardAero, Inc.
SARO
Shares Held
367K
Value
$10.54M
Freeport-McMoRan Inc.
FCX
Shares Held
266K
Value
$13.53M
Alcoa Corporation
AA
Shares Held
242K
Value
$12.86M
ATI Inc.
ATI
Shares Held
129K
Value
$14.79M
Sensient Technologies Corporation
SXT
Shares Held
117K
Value
$11.00M
Builders FirstSource, Inc.
BLDR
Shares Held
94K
Value
$9.68M
Kirby Corporation
KEX
Shares Held
87K
Value
$9.63M
D.R. Horton, Inc.
DHI
Shares Held
65K
Value
$9.36M
Cameco Corporation
CCJ
Shares Held
42K
Value
$3.88M
Carpenter Technology Corporation
CRS
Shares Held
37K
Value
$11.55M