Mountaineer Partners Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CENTURY ALUM CO(CENX) | 608,475 | 583,997 | -24,478 | 23,840,050 | 34,274,784 | 17.02% | +10,434,734 |
| HARMONY GOLD MNG LTD(HMY) | 0 | 666,735 | +666,735 | 0 | 10,247,717 | 5.09% | +10,247,717 |
| CONSTELLIUM SE(CSTM) | 681,464 | 658,490 | -22,974 | 12,845,596 | 16,185,685 | 8.04% | +3,340,089 |
| ALCOA CORP(AA) | 241,994 | 233,687 | -8,307 | 12,859,561 | 15,500,459 | 7.70% | +2,640,898 |
| CARPENTER TECHNOLOGY CORP(CRS) | 36,690 | 35,929 | -761 | 11,551,480 | 14,161,415 | 7.03% | +2,609,935 |
| SENSIENT TECHNOLOGIES CORP(SXT) | 117,090 | 156,584 | +39,494 | 11,000,605 | 13,535,121 | 6.72% | +2,534,516 |
| KIRBY CORP(KEX) | 87,444 | 89,017 | +1,573 | 9,634,580 | 11,828,579 | 5.88% | +2,193,999 |
| ARDAGH METAL PACKAGING S A SHS | 1,469,480 | 1,878,082 | +408,602 | 6,024,868 | 7,606,233 | 3.78% | +1,581,365 |
| CAMECO CORP(CCJ) | 42,424 | 42,424 | 0 | 3,881,371 | 4,607,670 | 2.29% | +726,299 |
| FREEPORT MCMORAN INC(FCX) | 266,327 | 240,973 | -25,354 | 13,526,749 | 14,164,393 | 7.04% | +637,644 |
| STANDARDAERO INC(SARO) | 367,498 | 407,435 | +39,937 | 10,539,843 | 10,524,046 | 5.23% | -15,797 |
| D R HORTON INC(DHI) | 65,004 | 66,541 | +1,537 | 9,362,526 | 9,130,756 | 4.54% | -231,770 |
| HUDBAY MINERALS INC(HBM) | 787,247 | 706,040 | -81,207 | 15,626,853 | 14,756,237 | 7.33% | -870,616 |
| FRONTIER GROUP HLDGS INC(ULCC) | 953,375 | 953,375 | 0 | 4,490,397 | 3,365,414 | 1.67% | -1,124,983 |
| ATI INC(ATI) | 128,909 | 91,784 | -37,125 | 14,793,597 | 13,350,901 | 6.63% | -1,442,696 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 94,091 | 98,203 | +4,112 | 9,681,023 | 8,085,053 | 4.02% | -1,595,970 |
| SAN JUAN BASIN RTY TR | 732,351 | 0 | -732,351 | 4,115,813 | 0 | — | -4,115,813 |
| NEXGEN ENERGY LTD(NXE) | 538,042 | 0 | -538,042 | 4,949,986 | 0 | — | -4,949,986 |