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Mountaineer Partners Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $159,473,180
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CENTURY ALUM CO · COM · 156431108 · shares: $22,817,005
- HUDBAY MINERALS INC · COM · 443628102 · shares: $12,917,976
- VISHAY INTERTECHNOLOGY INC · COM · 928298108 · shares: $12,733,528
- SENSIENT TECHNOLOGIES CORP · COM · 81725T100 · shares: $12,602,846
- FLEX LTD · ORD · Y2573F102 · shares: $12,508,833
- CONSTELLIUM SE · CL A SHS · F21107101 · shares: $12,100,951
- STANDARDAERO INC · COM · 85423L103 · shares: $11,329,634
- ATI INC · COM · 01741R102 · shares: $11,138,046
- MIDERA FOOD PROCESSING INC · COM · 59739R104 · shares: $11,007,317
- HONEYWELL AEROSPACE INC · COM · 43849R105 · shares: $10,349,672
Reported holdings
28 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CENTURY ALUM CO | COM | 156431108 | — | 580,053 shares | $20,870,307 |
| HUDBAY MINERALS INC | COM | 443628102 | — | 402,429 shares | $10,736,806 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 323,172 shares | $10,519,249 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 79,445 shares | $10,385,050 |
| FLEX LTD | ORD | Y2573F102 | — | 94,049 shares | $10,344,450 |
| CONSTELLIUM SE | CL A SHS | F21107101 | — | 414,551 shares | $10,027,989 |
| STANDARDAERO INC | COM | 85423L103 | — | 436,497 shares | $9,319,211 |
| ATI INC | COM | 01741R102 | — | 48,502 shares | $9,186,279 |
| MIDERA FOOD PROCESSING INC | COM | 59739R104 | — | 223,000 shares | $9,102,860 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 53,405 shares | $8,276,173 |
| ALCOA CORP | COM | 013872106 | — | 181,952 shares | $7,641,984 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | — | 17,034 shares | $6,623,160 |
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | — | 1,355,424 shares | $5,882,540 |
| CAMECO CORP | COM | 13321L108 | — | 43,496 shares | $3,769,798 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 16,966 shares | $2,217,796 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 68,027 shares | $2,214,279 |
| HUDBAY MINERALS INC | COM | 443628102 | — | 81,753 shares | $2,181,170 |
| FLEX LTD | ORD | Y2573F102 | — | 19,678 shares | $2,164,383 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 13,380 shares | $2,073,499 |
| CONSTELLIUM SE | CL A SHS | F21107101 | — | 85,695 shares | $2,072,962 |
| STANDARDAERO INC | COM | 85423L103 | — | 94,165 shares | $2,010,423 |
| ALCOA CORP | COM | 013872106 | — | 47,103 shares | $1,978,326 |
| ATI INC | COM | 01741R102 | — | 10,305 shares | $1,951,767 |
| CENTURY ALUM CO | COM | 156431108 | — | 54,105 shares | $1,946,698 |
| MIDERA FOOD PROCESSING INC | COM | 59739R104 | — | 46,655 shares | $1,904,457 |
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | — | 366,810 shares | $1,591,955 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | — | 3,860 shares | $1,500,845 |
| CAMECO CORP | COM | 13321L108 | — | 11,293 shares | $978,764 |