StockDriftsStockDriftsTop 11 Mountaineer Partners Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CENX | CENTURY ALUM CO | 17.54% | 503.3K | $23.2M | -13.82%(-80.69K) | $11.22(+313.51%) | 2026-06-30 | |
| SXT | SENSIENT TECHNOLOGIES CORP | 12.3% | 131.7K | $16.2M | -15.87%(-24.86K) | $92.97(+41.54%) | 2026-06-30 | |
| CSTM | CONSTELLIUM SE | 11.64% | 482.1K | $15.4M | -26.78%(-176.36K) | $12.11(+140.47%) | 2026-06-30 | |
| SARO | STANDARDAERO INC | 10.52% | 464.6K | $13.9M | +14.03%(+57.16K) | $28.77(-5.41%) | 2026-06-30 | |
| CRS | CARPENTER TECHNOLOGY CORP | 9.76% | 20.9K | $12.9M | -41.85%(-15.04K) | $229.51(+133.35%) | 2026-06-30 | |
| ATI | ATI INC | 9.02% | 60.4K | $11.9M | -34.17%(-31.36K) | $42.02(+440.80%) | 2026-06-30 | |
| MIDD | MIDDLEBY CORP | 8.8% | 67.5K | $11.6M | new | $149.60(-22.21%) | 2026-06-30 | |
| AA | ALCOA CORP | 8.22% | 208.2K | $10.9M | -10.92%(-25.52K) | $54.18(-8.46%) | 2026-06-30 | |
| HMY | HARMONY GOLD MNG LTD | 7.06% | 612.9K | $9.3M | -8.07%(-53.79K) | $17.63(+9.16%) | 2026-06-30 | |
| CCJ | CAMECO CORP | 3.08% | 39.9K | $4.1M | -5.94%(-2.52K) | $87.67(+11.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.85% | +67.90% | +14.19% | +94.16% |
| Top 20 Holdings Unweighted | +22.90% | +85.65% | +14.47% | +96.51% |
Mountaineer Partners Management LLC reports $132.04M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are CENX (17.5%), SXT (12.3%) and CSTM (11.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +67.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mountaineer Partners Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730532). View Mountaineer Partners Management LLC’s 13F filings on SEC