StockDriftsStockDriftsTop 16 Mountaineer Partners Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CENX | CENTURY ALUM CO | 17.02% | 584.0K | $34.3M | -4.02%(-24.48K) | $11.22(+406.48%) | 2026-03-31 | |
| CSTM | CONSTELLIUM SE | 8.04% | 658.5K | $16.2M | -3.37%(-22.97K) | $12.11(+163.41%) | 2026-03-31 | |
| AA | ALCOA CORP | 7.7% | 233.7K | $15.5M | -3.43%(-8.31K) | $54.18(+15.42%) | 2026-03-31 | |
| HBM | HUDBAY MINERALS INC | 7.33% | 706.0K | $14.8M | -10.32%(-81.21K) | $5.75(+333.86%) | 2026-03-31 | |
| FCX | FREEPORT MCMORAN INC | 7.04% | 241.0K | $14.2M | -9.52%(-25.35K) | $35.85(+75.75%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP | 7.03% | 35.9K | $14.2M | -2.07%(-761) | $229.51(+78.17%) | 2026-03-31 | |
| SXT | SENSIENT TECHNOLOGIES CORP | 6.72% | 156.6K | $13.5M | +33.73%(+39.49K) | $92.97(+22.55%) | 2026-03-31 | |
| ATI | ATI INC | 6.63% | 91.8K | $13.4M | -28.80%(-37.12K) | $42.02(+267.06%) | 2026-03-31 | |
| KEX | KIRBY CORP | 5.88% | 89.0K | $11.8M | +1.80%(+1.57K) | $104.75(+39.10%) | 2026-03-31 | |
| SARO | STANDARDAERO INC | 5.23% | 407.4K | $10.5M | +10.87%(+39.94K) | $28.93(-12.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.07% | +64.60% |
| Top 20 Holdings Unweighted | +16.87% | +59.64% |
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