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MOUNTAINEER PARTNERS MANAGEMENT, LLC 13F portfolio summary

MOUNTAINEER PARTNERS MANAGEMENT, LLC of MOUNTAINEER PARTNERS MANAGEMENT, LLC has 11 current stock holdings with a reported portfolio value of $132.0M. The portfolio 1 year return is +61.30%. Top holdings include CENX (17.54%), SXT (12.30%), CSTM (11.64%), SARO (10.52%), CRS (9.76%).

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MOUNTAINEER PARTNERS MANAGEMENT, LLC

MOUNTAINEER PARTNERS MANAGEMENT, LLC
Latest filing: 2026-06-30

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%.

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Top 5 Holdings
CENX17.5%
SXT12.3%
CSTM11.6%
SARO10.5%
CRS9.8%
Top 5: 61.8%
Portfolio Returns
1 Year
+61.30%
#128/1000
3 Year
+66.57%
#546/1000
5 Year
+117.64%
#193/1000

Portfolio Value

$132.04M

Alpha Score

80.0

#265 of 1000

Holdings

11

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11 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter 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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