MOUNTAINEER PARTNERS MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMBP | 1.88M | $7.61M |
 | ULCC | 953K | $3.37M |
 | HBM | 706K | $14.76M |
 | HMY | 667K | $10.25M |
 | CSTM | 658K | $16.19M |
 | CENX | 584K | $34.27M |
 | SARO | 407K | $10.52M |
 | FCX | 241K | $14.16M |
 | AA | 234K | $15.50M |
 | SXT | 157K | $13.54M |
 | BLDR | 98K | $8.09M |
 | ATI | 92K | $13.35M |
 | KEX | 89K | $11.83M |
 | DHI | 67K | $9.13M |
 | CCJ | 42K | $4.61M |
 | CRS | 36K | $14.16M |
Ardagh Metal Packaging S.A.
AMBP
Shares Held
1.88M
Value
$7.61M
Frontier Group Holdings, Inc.
ULCC
Shares Held
953K
Value
$3.37M
Hudbay Minerals Inc.
HBM
Shares Held
706K
Value
$14.76M
Harmony Gold Mining Company Limited
HMY
Shares Held
667K
Value
$10.25M
Constellium SE
CSTM
Shares Held
658K
Value
$16.19M
Century Aluminum Company
CENX
Shares Held
584K
Value
$34.27M
StandardAero, Inc.
SARO
Shares Held
407K
Value
$10.52M
Freeport-McMoRan Inc.
FCX
Shares Held
241K
Value
$14.16M
Alcoa Corporation
AA
Shares Held
234K
Value
$15.50M
Sensient Technologies Corporation
SXT
Shares Held
157K
Value
$13.54M
Builders FirstSource, Inc.
BLDR
Shares Held
98K
Value
$8.09M
ATI Inc.
ATI
Shares Held
92K
Value
$13.35M
Kirby Corporation
KEX
Shares Held
89K
Value
$11.83M
D.R. Horton, Inc.
DHI
Shares Held
67K
Value
$9.13M
Cameco Corporation
CCJ
Shares Held
42K
Value
$4.61M
Carpenter Technology Corporation
CRS
Shares Held
36K
Value
$14.16M