Mountaineer Partners Management, LLC Top Holdings and 13F Report (2025) About Mountaineer Partners Management, LLCInvestment ActivityMountaineer Partners Management, LLC has $136.56 million in total holdings as of December 31, 2024.Mountaineer Partners Management, LLC owns shares of 17 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 14.75% of the portfolio was purchased this quarter.About 20.49% of the portfolio was sold this quarter.This quarter, Mountaineer Partners Management, LLC has purchased 15 new stocks and bought additional shares in 5 stocks.Mountaineer Partners Management, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings Century Aluminum $11,803,736EVERUS CONSTR GROUP $10,698,972ATI $10,054,157Entegris $9,892,131Alcoa $9,738,853 Largest New Holdings this Quarter EVERUS CONSTR GROUP $10,698,972 HoldingArdagh Metal Packaging $3,183,737 Holding Largest Purchases this Quarter EVERUS CONSTR GROUP 162,722 shares (about $10.70M)Constellium 338,105 shares (about $3.47M)Ardagh Metal Packaging 1,057,720 shares (about $3.18M)ATI 42,020 shares (about $2.31M)Freeport-McMoRan 7,795 shares (about $296.83K) Largest Sales this Quarter Century Aluminum 759,986 shares (about $13.85M)Vishay Intertechnology 585,708 shares (about $9.92M)GE VERNOVA INC 9,192 shares (about $3.02M)Alcoa 22,053 shares (about $833.16K)Materion 2,034 shares (about $201.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMountaineer Partners Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCENXCentury Aluminum$11,803,736$13,846,945 ▼-54.0%647,8458.6%Industrial ProductsEVERUS CONSTR GROUP$10,698,972$10,698,972 ▲New Holding162,7227.8%COMATIATI$10,054,157$2,312,781 ▲29.9%182,6707.4%Basic MaterialsENTGEntegris$9,892,131$169,591 ▲1.7%99,8607.2%Computer and TechnologyAAAlcoa$9,738,853$833,162 ▼-7.9%257,7787.1%Industrial ProductsGE VERNOVA INC$9,661,661$3,023,525 ▼-23.8%29,3737.1%COMFCXFreeport-McMoRan$9,399,668$296,834 ▲3.3%246,8406.9%Basic MaterialsCSTMConstellium$9,111,944$3,472,338 ▲61.6%887,2396.7%Industrial ProductsHBMHudbay Minerals$8,946,961$152,191 ▼-1.7%1,104,5636.6%Basic MaterialsVSHVishay Intertechnology$8,750,696$9,921,894 ▼-53.1%516,5706.4%Computer and TechnologyBLDRBuilders FirstSource$7,986,2140.0%55,8755.8%Retail/WholesaleMTRNMaterion$7,884,889$201,122 ▼-2.5%79,7425.8%Basic MaterialsDHID.R. Horton$7,132,917$13,143 ▲0.2%51,0155.2%ConstructionSTNGScorpio Tankers$5,834,4510.0%117,4174.3%TransportationNXENexGen Energy$3,725,7470.0%564,5072.7%Basic MaterialsAMBPArdagh Metal Packaging$3,183,737$3,183,737 ▲New Holding1,057,7202.3%Industrial ProductsSJTSan Juan Basin Royalty Trust$2,753,9760.0%719,0542.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
