Mountaineer Partners Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CENTURY ALUM CO(CENX) | 705,150 | 661,043 | -44,107 | 12,706,803 | 19,408,222 | 11.29% | +6,701,419 |
| D R HORTON INC(DHI) | 0 | 27,876 | +27,876 | 0 | 4,724,146 | 2.75% | +4,724,146 |
| URANIUM ENERGY CORP(UEC) | 0 | 320,952 | +320,952 | 0 | 4,281,500 | 2.49% | +4,281,500 |
| HUDBAY MINERALS INC(HBM) | 1,124,432 | 955,419 | -169,013 | 11,930,224 | 14,484,152 | 8.42% | +2,553,928 |
| EVERUS CONSTR GROUP(ECG) | 206,218 | 169,844 | -36,374 | 13,101,030 | 14,564,124 | 8.47% | +1,463,094 |
| ENTEGRIS INC(ENTG) | 126,230 | 123,234 | -2,996 | 10,180,450 | 11,394,215 | 6.63% | +1,213,765 |
| CONSTELLIUM SE(CSTM) | 845,682 | 833,776 | -11,906 | 11,247,570 | 12,406,587 | 7.22% | +1,159,017 |
| NEXGEN ENERGY LTD(NXE) | 564,507 | 564,507 | 0 | 3,917,679 | 5,052,337 | 2.94% | +1,134,658 |
| ATI INC(ATI) | 122,970 | 144,020 | +21,050 | 10,617,230 | 11,714,587 | 6.81% | +1,097,357 |
| ALCOA CORP(AA) | 304,781 | 296,642 | -8,139 | 8,994,087 | 9,756,556 | 5.67% | +762,469 |
| FREEPORT-MCMORAN INC(FCX) | 252,961 | 294,049 | +41,088 | 10,965,859 | 11,532,602 | 6.71% | +566,743 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 62,464 | 60,759 | -1,705 | 7,288,924 | 7,367,029 | 4.28% | +78,105 |
| SAN JUAN BASIN RTY TR | 719,054 | 719,054 | 0 | 4,299,942 | 4,343,086 | 2.53% | +43,144 |
| VISHAY INTERTECHNOLOGY INC(VSH) | 742,505 | 742,177 | -328 | 11,790,979 | 11,355,308 | 6.60% | -435,671 |
| ARDAGH METAL PACKAGING S A | 1,538,484 | 1,538,484 | 0 | 6,584,712 | 6,138,551 | 3.57% | -446,161 |
| CARPENTER TECHNOLOGY CORP(CRS) | 39,982 | 40,849 | +867 | 11,050,225 | 10,030,063 | 5.83% | -1,020,162 |
| STANDARDAERO INC(SARO) | 290,730 | 290,730 | 0 | 9,201,605 | 7,934,021 | 4.61% | -1,267,584 |
| KIRBY CORP(KEX) | 65,431 | 65,431 | 0 | 7,420,530 | 5,460,217 | 3.18% | -1,960,313 |