The Analysis of Mountaineer Partners Management, LLC's Holdings
Currently, Mountaineer Partners Management, LLC holds 18 types of securities in its portfolio with a total value $171.9M. In the most recent quarter, they have increased their positions in DHI (+27.9K shares, valued at $4.7M), UEC (+321.0K shares, valued at $4.3M), ATI (+21.1K shares, valued at $1.7M); decreased their positions in ECG (-36.4K shares, valued at $3.1M), HBM (-169.0K shares, valued at $2.6M), CENX (-44.1K shares, valued at $1.3M); initiated new positions in DHI (+27.9K shares, valued at $4.7M), UEC (+321.0K shares, valued at $4.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CENX CENTURY ALUM CO661.0K shares-6.25%2025-09-302025-11-14
ECG EVERUS CONSTR GROUP169.8K shares-17.64%2025-09-302025-11-14 HBM HUDBAY MINERALS INC955.4K shares-15.03%2025-09-302025-11-14 CSTM CONSTELLIUM SE833.8K shares-1.41%2025-09-302025-11-14 ATI ATI INC144.0K shares17.12%2025-09-302025-11-14 FCX FREEPORT-MCMORAN INC294.0K shares16.24%2025-09-302025-11-14 ENTG ENTEGRIS INC123.2K shares-2.37%2025-09-302025-11-14 VSH VISHAY INTERTECHNOLOGY INC742.2K shares-0.04%2025-09-302025-11-14 CRS CARPENTER TECHNOLOGY CORP40.8K shares2.17%2025-09-302025-11-14 AA ALCOA CORP296.6K shares-2.67%2025-09-302025-11-14 SARO STANDARDAERO INC290.7K shares0.00%2025-09-302025-11-14 BLDR BUILDERS FIRSTSOURCE INC60.8K shares-2.73%2025-09-302025-11-14 AMBP ARDAGH METAL PACKAGING S A1.5M shares0.00%2025-09-302025-11-14 KEX KIRBY CORP65.4K shares0.00%2025-09-302025-11-14 NXE NEXGEN ENERGY LTD564.5K shares0.00%2025-09-302025-11-14 DHI D R HORTON INC27.9K sharesnew addition2025-09-302025-11-14 SJT SAN JUAN BASIN RTY TR719.1K shares0.00%2025-09-302025-11-14 UEC URANIUM ENERGY CORP321.0K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available