account_balance
Investment manager · 13F filer · SEC CIK 1730532
Mountaineer Partners Management, LLC
Reported value$159Mas of Sep 30, 2026
Positions14 5 new, 2 sold out
Top 10 weight81.2%CENX alone is 14%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CENXCentury Aluminum Co
14.3%Added +26%
HBMHudbay Minerals Inc.
8.1%New
VSHVishay Intertechnology Inc
8.0%New
SXTSensient Technologies Corp
7.9%Trimmed −27%
FLEXFlex Ltd.
7.8%New
CSTMConstellium SE
7.6%Added +4%
SAROStandardAero, Inc.
7.1%Added +14%
ATIATI Inc
7.0%Trimmed −3%
MFPMidera Food Processing, Inc.
6.9%New
HONAHoneywell Aerospace Inc.
6.5%New
AAAlcoa Corp
6.0%Added +10%
CRSCarpenter Technology Corp
5.1%
CENXCentury Aluminum Co
14.3%Added +26%
HBMHudbay Minerals Inc.
8.1%
VSHVishay Intertechnology Inc
8.0%
SXTSensient Technologies Corp
7.9%−27%
FLEXFlex Ltd.
7.8%New
CSTMConstellium SE
7.6%+4%
SAROStandardAero, Inc.
7.1%
ATIATI Inc
7.0%
MFPMidera Food Processing, Inc.
6.9%New
HONAHoneywell Aerospace Inc.
6.5%New
AAAlcoa Corp
6.0%
CRSCarpenter Technology Corp
5.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CENX Century Aluminum Co 14.3% Added +26%HBM Hudbay Minerals Inc. 8.1% NewVSH Vishay Intertechnology Inc 8.0% NewSXT Sensient Technologies Corp 7.9% Trimmed −27%FLEX Flex Ltd. 7.8% NewCSTM Constellium SE 7.6% Added +4%SARO StandardAero, Inc. 7.1% Added +14%ATI ATI Inc 7.0% Trimmed −3%MFP Midera Food Processing, Inc. 6.9% NewHONA Honeywell Aerospace Inc. 6.5% NewAA Alcoa Corp 6.0% Added +10%CRS Carpenter Technology Corp 5.1% Held
What changed
Biggest moves since Jun 30, 2026
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