Mountaineer Partners Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CENTURY ALUM CO(CENX) | 0 | 583,997 | +583,997 | 0 | 34,274,784 | 17.02% | +34,274,784 |
| HARMONY GOLD MNG LTD(HMY) | 0 | 666,735 | +666,735 | 0 | 10,247,717 | 5.09% | +10,247,717 |
| CONSTELLIUM SE(CSTM) | 0 | 658,490 | +658,490 | 0 | 16,185,685 | 8.04% | +16,185,685 |
| ALCOA CORP(AA) | 0 | 233,687 | +233,687 | 0 | 15,500,459 | 7.70% | +15,500,459 |
| CARPENTER TECHNOLOGY CORP(CRS) | 0 | 35,929 | +35,929 | 0 | 14,161,415 | 7.03% | +14,161,415 |
| SENSIENT TECHNOLOGIES CORP(SXT) | 0 | 156,584 | +156,584 | 0 | 13,535,121 | 6.72% | +13,535,121 |
| KIRBY CORP(KEX) | 0 | 89,017 | +89,017 | 0 | 11,828,579 | 5.88% | +11,828,579 |
| ARDAGH METAL PACKAGING S A | 0 | 1,878,082 | +1,878,082 | 0 | 7,606,233 | 3.78% | +7,606,233 |
| CAMECO CORP(CCJ) | 0 | 42,424 | +42,424 | 0 | 4,607,670 | 2.29% | +4,607,670 |
| FREEPORT MCMORAN INC(FCX) | 0 | 240,973 | +240,973 | 0 | 14,164,393 | 7.04% | +14,164,393 |
| STANDARDAERO INC(SARO) | 0 | 407,435 | +407,435 | 0 | 10,524,046 | 5.23% | +10,524,046 |
| D R HORTON INC(DHI) | 0 | 66,541 | +66,541 | 0 | 9,130,756 | 4.54% | +9,130,756 |
| HUDBAY MINERALS INC(HBM) | 0 | 706,040 | +706,040 | 0 | 14,756,237 | 7.33% | +14,756,237 |
| FRONTIER GROUP HLDGS INC(ULCC) | 0 | 953,375 | +953,375 | 0 | 3,365,414 | 1.67% | +3,365,414 |
| ATI INC(ATI) | 0 | 91,784 | +91,784 | 0 | 13,350,901 | 6.63% | +13,350,901 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 0 | 98,203 | +98,203 | 0 | 8,085,053 | 4.02% | +8,085,053 |
| SAN JUAN BASIN RTY TR | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NEXGEN ENERGY LTD(NXE) | 0 | 0 | 0 | 0 | 0 | — | 0 |