Mountaineer Partners Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SENSIENT TECHNOLOGIES CORP | 0 | 117,090 | +117,090 | 0 | 11,000,605 | +11,000,605 |
| D R HORTON INC | 27,876 | 65,004 | +37,128 | 4,724,146 | 9,362,526 | +4,638,380 |
| FRONTIER GROUP HLDGS INC | 0 | 953,375 | +953,375 | 0 | 4,490,397 | +4,490,397 |
| CENTURY ALUM CO | 661,043 | 608,475 | -52,568 | 19,408,222 | 23,840,050 | +4,431,828 |
| KIRBY CORP | 65,431 | 87,444 | +22,013 | 5,460,217 | 9,634,580 | +4,174,363 |
| CAMECO CORP | 0 | 42,424 | +42,424 | 0 | 3,881,371 | +3,881,371 |
| ALCOA CORP | 296,642 | 241,994 | -54,648 | 9,756,556 | 12,859,561 | +3,103,005 |
| ATI INC | 144,020 | 128,909 | -15,111 | 11,714,587 | 14,793,597 | +3,079,010 |
| STANDARDAERO INC | 290,730 | 367,498 | +76,768 | 7,934,021 | 10,539,843 | +2,605,822 |
| BUILDERS FIRSTSOURCE INC | 60,759 | 94,091 | +33,332 | 7,367,029 | 9,681,023 | +2,313,994 |
| FREEPORT-MCMORAN INC | 294,049 | 266,327 | -27,722 | 11,532,602 | 13,526,749 | +1,994,147 |
| CARPENTER TECHNOLOGY CORP | 40,849 | 36,690 | -4,159 | 10,030,063 | 11,551,480 | +1,521,417 |
| HUDBAY MINERALS INC | 955,419 | 787,247 | -168,172 | 14,484,152 | 15,626,853 | +1,142,701 |
| CONSTELLIUM SE | 833,776 | 681,464 | -152,312 | 12,406,587 | 12,845,596 | +439,009 |
| NEXGEN ENERGY LTD | 564,507 | 538,042 | -26,465 | 5,052,337 | 4,949,986 | -102,351 |
| ARDAGH METAL PACKAGING S A | 1,538,484 | 1,469,480 | -69,004 | 6,138,551 | 6,024,868 | -113,683 |
| SAN JUAN BASIN RTY TR | 719,054 | 732,351 | +13,297 | 4,343,086 | 4,115,813 | -227,273 |
| URANIUM ENERGY CORP | 320,952 | 0 | -320,952 | 4,281,500 | 0 | -4,281,500 |
| VISHAY INTERTECHNOLOGY INC | 742,177 | 0 | -742,177 | 11,355,308 | 0 | -11,355,308 |
| ENTEGRIS INC | 123,234 | 0 | -123,234 | 11,394,215 | 0 | -11,394,215 |
| EVERUS CONSTR GROUP | 169,844 | 0 | -169,844 | 14,564,124 | 0 | -14,564,124 |