MOUNTAINEER PARTNERS MANAGEMENT, LLC 13F Portfolio
MOUNTAINEER PARTNERS MANAGEMENT, LLC runs MOUNTAINEER PARTNERS MANAGEMENT, LLC and currently holds 11 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $134.76M. Their top holdings are CENX, SXT, CSTM, SARO, CRS. The top five represent 61.8% of reported portfolio weight. MOUNTAINEER PARTNERS MANAGEMENT, LLC ranks #262 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MOUNTAINEER PARTNERS MANAGEMENT, LLC initiated 1 new position. They added to 1 existing position. They trimmed 9 positions. Their current best-performing preview position is CRS with returns of +56.50%.
Portfolio Value
$134.76M
Alpha Score
80.0
#262 of 1000
Holdings
11
MOUNTAINEER PARTNERS MANAGEMENT, LLC Current 13F Holdings
Reported holdings from MOUNTAINEER PARTNERS MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CENX CENTURY ALUM CO | 17.54% | $10.08 | $36.76 | +264.68% | Trimmed -13.82% |
 SXT SENSIENT TECHNOLOGIES CORP | 12.30% | $92.06 | $130.41 | +41.66% | Trimmed -15.87% |
 CSTM CONSTELLIUM SE | 11.64% | $13.57 | $25.83 | +90.35% | Trimmed -26.78% |
 SARO STANDARDAERO INC | 10.52% | $30.44 | $20.18 | -33.71% | Added +14.03% |
 CRS CARPENTER TECHNOLOGY CORP | 9.76% | $275.73 | $385.81 | +39.92% | Trimmed -41.85% |
 ATI ATI INC | 9.02% | $51.77 | $191.68 | +270.25% | Trimmed -34.17% |
 MIDD MIDDLEBY CORP | 8.80% | $172.01 | $105.95 | -38.40% | New Buy |
 AA ALCOA CORP | 8.22% | $38.68 | $42.22 | +9.15% | Trimmed -10.92% |
 HMY HARMONY GOLD MNG LTD | 7.06% | $15.37 | $16.88 | +9.82% | Trimmed -8.07% |
 CCJ CAMECO CORP | 3.08% | $91.49 | $88.05 | -3.76% | Trimmed -5.94% |
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