Mountaineer Partners Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MP Mountaineer Partners Management, LLC | Institutional Filer | ▲ 12.64% | $201.3M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CENX | Century Aluminum Company | Basic Materials | 584K | $34.3M | 17.02% |
| 2 | CSTM | Constellium SE | Basic Materials | 658K | $16.2M | 8.04% |
| 3 | AA | Alcoa Corporation | Basic Materials | 234K | $15.5M | 7.70% |
| 4 | HBM | Hudbay Minerals Inc. | Basic Materials | 706K | $14.8M | 7.33% |
| 5 | FCX | Freeport-McMoRan Inc. | Basic Materials | 241K | $14.2M | 7.04% |
| 6 | CRS | Carpenter Technology Corporation | Industrials | 36K | $14.2M | 7.03% |
| 7 | SXT | Sensient Technologies Corporation | Basic Materials | 157K | $13.5M | 6.72% |
| 8 | ATI | ATI Inc. | Industrials | 92K | $13.4M | 6.63% |
| 9 | KEX | Kirby Corporation | Industrials | 89K | $11.8M | 5.88% |
| 10 | SARO | StandardAero, Inc. | Industrials | 407K | $10.5M | 5.23% |
| 11 | HMY | Harmony Gold Mining Company Limited | Basic Materials | 667K | $10.2M | 5.09% |
| 12 | DHI | D.R. Horton, Inc. | Consumer Cyclical | 67K | $9.1M | 4.54% |
| 13 | BLDR | Builders FirstSource, Inc. | Industrials | 98K | $8.1M | 4.02% |
| 14 | AMBP | Ardagh Metal Packaging S.A. | Consumer Cyclical | 1.9M | $7.6M | 3.78% |
| 15 | CCJ | Cameco Corporation | Energy | 42K | $4.6M | 2.29% |
Showing 1 to 15 of 16 holdings