13F-HR filed by Mountaineer Partners Management, LLC
Mountaineer Partners Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 17 holding rows worth $178,724,898.
- Accession
- 0000919574-26-000943
- Filer
- CIK 1730532
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 34 entries on the cover page, a total value of $178,724,898 stated on the cover page (in dollars after the unit check, H1), rows summing to $178,724,898 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 |
|---|---|---|---|---|---|---|
| CENTURY ALUM CO | 156431108 | COM | 608,475 | $23,840,050 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 787,247 | $15,626,853 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 128,909 | $14,793,597 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 266,327 | $13,526,749 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 241,994 | $12,859,561 | dollars as filed | |
| CONSTELLIUM SE | F21107101 | CL A SHS | 681,464 | $12,845,596 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 36,690 | $11,551,480 | dollars as filed | |
| SENSIENT TECHNOLOGIES CORP | 81725T100 | COM | 117,090 | $11,000,605 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 367,498 | $10,539,843 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 94,091 | $9,681,023 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 87,444 | $9,634,580 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 65,004 | $9,362,526 | dollars as filed | |
| ARDAGH METAL PACKAGING S A | L02235106 | SHS | 1,469,480 | $6,024,868 | dollars as filed | |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 538,042 | $4,949,986 | dollars as filed | |
| FRONTIER GROUP HLDGS INC COM | 35909R108 | Stock | 953,375 | $4,490,397 | dollars as filed | |
| SAN JUAN BASIN RTY TR | 798241105 | UNIT BEN INT | 732,351 | $4,115,813 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 42,424 | $3,881,371 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-26-000943 | this filing | 2026-02-13 | acceptance time not in the bulk data set |