13F-HR filed by Mountaineer Partners Management, LLC
Mountaineer Partners Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 11 holding rows worth $132,036,035.
- Accession
- 0000919574-26-005107
- Filer
- CIK 1730532
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 21 entries on the cover page, a total value of $132,036,035 stated on the cover page (in dollars after the unit check, H1), rows summing to $132,036,035 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 | 503,309 | $23,157,247 | dollars as filed | |
| SENSIENT TECHNOLOGIES CORP | 81725T100 | COM | 131,727 | $16,240,622 | dollars as filed | |
| CONSTELLIUM SE | F21107101 | CL A SHS | 482,130 | $15,365,483 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 464,595 | $13,896,036 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 20,894 | $12,888,255 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 60,419 | $11,908,585 | dollars as filed | |
| MIDDLEBYCORP | 596278101 | STOK | 67,536 | $11,616,868 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 208,165 | $10,853,723 | dollars as filed | |
| HARMONY GOLD MINING CO LTD SPONSORED ADR | 413216300 | ADR | 612,949 | $9,322,955 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 39,903 | $4,064,520 | dollars as filed | |
| ARDAGH METAL PACKAGING S A | L02235106 | SHS | 574,207 | $2,721,741 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-26-005107 | this filing | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000919574-26-005443 | added | 2026-08-14 | acceptance time not in the bulk data set |