13F-HR filed by Mountaineer Partners Management, LLC
Mountaineer Partners Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 16 holding rows worth $151,297,849.
- Accession
- 0000919574-25-004802
- Filer
- CIK 1730532
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 32 entries on the cover page, a total value of $151,297,849 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,297,849 with VALUE read as dollars as filed, 13F file number 028-19269. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 206,218 | $13,101,030 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 705,150 | $12,706,803 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 1,124,432 | $11,930,224 | dollars as filed | |
| VISHAY INTERTECHNOLOGY INC COM | 928298108 | Stock | 742,505 | $11,790,979 | dollars as filed | |
| CONSTELLIUM SE | F21107101 | CL A SHS | 845,682 | $11,247,570 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 39,982 | $11,050,225 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 252,961 | $10,965,859 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 122,970 | $10,617,230 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 126,230 | $10,180,450 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 290,730 | $9,201,605 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 304,781 | $8,994,087 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 65,431 | $7,420,530 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 62,464 | $7,288,924 | dollars as filed | |
| ARDAGH METAL PACKAGING S A | L02235106 | SHS | 1,538,484 | $6,584,712 | dollars as filed | |
| SAN JUAN BASIN RTY TR | 798241105 | UNIT BEN INT | 719,054 | $4,299,942 | dollars as filed | |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 564,507 | $3,917,679 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-25-004802 | this filing | 2025-08-14 | acceptance time not in the bulk data set |