MOUNTAINEER PARTNERS MANAGEMENT, LLC
MOUNTAINEER PARTNERS MANAGEMENT, LLC runs MOUNTAINEER PARTNERS MANAGEMENT, LLC and currently holds 11 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $132.04M. Their top holdings are CENX, SXT, CSTM, SARO, CRS. The top five represent 61.8% of reported portfolio weight. MOUNTAINEER PARTNERS MANAGEMENT, LLC ranks #265 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%.
11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
CENX CENTURY ALUM CO | 17.54% | $10.08 | $43.92 | +335.71% | Trimmed -13.82% |
SXT SENSIENT TECHNOLOGIES CORP | 12.30% | $92.06 | $134.71 | +46.33% | Trimmed -15.87% |
CSTM CONSTELLIUM SE | 11.64% | $13.57 | $27.05 | +99.34% | Trimmed -26.78% |
SARO STANDARDAERO INC | 10.52% | $30.44 | $25.06 | -17.67% | Added +14.03% |
CRS CARPENTER TECHNOLOGY CORP | 9.76% | $275.73 | $492.46 | +78.60% | Trimmed -41.85% |
ATI ATI INC | 9.02% | $51.77 | $206.94 | +299.73% | Trimmed -34.17% |
MIDD MIDDLEBY CORP | 8.80% | $172.01 | $115.48 | -32.86% | New Buy |
AA ALCOA CORP | 8.22% | $38.68 | $51.86 | +34.07% | Trimmed -10.92% |
HMY HARMONY GOLD MNG LTD | 7.06% | $15.37 | $23.54 | +53.16% | Trimmed -8.07% |
CCJ CAMECO CORP | 3.08% | $91.49 | $102.51 | +12.04% | Trimmed -5.94% |
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