Mountaineer Partners Management, LLC Portfolio Holdings
Q3 2025•18 long positions•$171.9M portfolio value
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Holding18 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Aluminum Basic Materials | $19.4M 11.29% | -$1.3M Sold | 0.708% 661.0K shares | 705.2K → 661.0K −$1.3M | -6.25% | $2.7B Mid Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $14.6M 8.47% | -$3.1M Sold | 0.333% 169.8K shares | 206.2K → 169.8K −$3.1M | -17.64% | $4.4B Mid Cap | Q4 2024 Held for 11 months | |
Copper Basic Materials | $14.5M 8.42% | -$2.6M Sold | 0.241% 955.4K shares | 1.1M → 955.4K −$2.6M | -15.03% | $6.0B Mid Cap | Q1 2023 Held for 2y 8m | |
Aluminum Basic Materials | $12.4M 7.22% | -$177.2K Sold | 0.598% 833.8K shares | 845.7K → 833.8K −$177.2K | -1.41% | $2.1B Mid Cap | Q1 2023 Held for 2y 8m | |
Manufacturing - Metal Fabrication Industrials | $11.7M 6.81% | +$1.7M Bought | 0.104% 144.0K shares | 123.0K → 144.0K +$1.7M | +17.12% | $11.2B Large Cap | Q4 2018 Held for 6y 11m | |
Copper Basic Materials | $11.5M 6.71% | +$1.6M Bought | 0.02% 294.0K shares | 253.0K → 294.0K +$1.6M | +16.24% | $56.3B Large Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $11.4M 6.63% | -$277.0K Sold | 0.081% 123.2K shares | 126.2K → 123.2K −$277.0K | -2.37% | $14.0B Large Cap | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $11.4M 6.6% | -$5.0K Sold | 0.547% 742.2K shares | 742.5K → 742.2K −$5.0K | -0.04% | $2.1B Mid Cap | Q4 2018 Held for 6y 11m | |
Manufacturing - Metal Fabrication Industrials | $10.0M 5.83% | +$212.9K Bought | 0.082% 40.8K shares | 40.0K → 40.8K +$212.9K | +2.17% | $12.2B Large Cap | Q2 2025 Held for 5 months | |
Aluminum Basic Materials | $9.8M 5.67% | -$267.7K Sold | 0.115% 296.6K shares | 304.8K → 296.6K −$267.7K | -2.67% | $8.5B Mid Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $7.9M 4.61% | — | 0.087% 290.7K shares | — | — | $9.1B Mid Cap | Q2 2025 Held for 5 months | |
Construction Industrials | $7.4M 4.28% | -$206.7K Sold | 0.055% 60.8K shares | 62.5K → 60.8K −$206.7K | -2.73% | $13.4B Large Cap | Q3 2024 Held for 1y 2m | |
Packaging & Containers Consumer Cyclical | $6.1M 3.57% | — | 0.257% 1.5M shares | — | — | $2.4B Mid Cap | Q4 2024 Held for 11 months | |
Marine Shipping Industrials | $5.5M 3.18% | — | 0.117% 65.4K shares | — | — | $4.7B Mid Cap | Q2 2025 Held for 5 months | |
Uranium Energy | $5.1M 2.94% | — | 0.099% 564.5K shares | — | — | $5.1B Mid Cap | Q3 2021 Held for 4y 2m | |
Residential Construction Consumer Cyclical | $4.7M 2.75% | +$4.7M Bought | 0.009% 27.9K shares | — | — | $50.5B Large Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Exploration & Production Energy | $4.3M 2.53% | — | 1.54% 719.1K shares | — | — | $281.5M Micro Cap | Q1 2024 Held for 1y 8m | |
Uranium Energy | $4.3M 2.49% | +$4.3M New | 0.069% 321.0K shares | 0 → 321.0K +$4.3M | New | $6.2B Mid Cap | Q3 2025 Held for 2 months |
