2026 Q3 Portfolio Activity
In 2026 Q3, Mountaineer Partners Management, LLC maintained a portfolio of 16 distinct positions. The most significant new addition was HUDBAY MINERALS INC, now representing 8.10% of the total fund value. They heavily accumulated shares in ARDAGH METAL PACKAGING S A, increasing the position by 199.9%. Conversely, Mountaineer Partners Management, LLC completely exited their position in MIDDLEBY CORP.
Position History
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Total Positions
16
Quarter
2026 Q3
Top Holding
CENX (14.3%)
Top 10 Concentration
81.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Mountaineer Partners Management, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CENX
CENTURY ALUM CO
|
Basic Materials | 14.31% | 17.54% |
#1
Prev: #1
|
8.5 |
—
|
130,849 | 26.0% |
P
S
|
634,158 | $22,817,005 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
HBM
HUDBAY MINERALS...
|
Basic Materials | 8.10% | — |
#2
Prev: #—
|
8.2 |
—
|
484,182 | — |
NEW
|
484,182 | $12,917,976 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
VSH
VISHAY INTERTEC...
|
Technology | 7.98% | — |
#3
Prev: #—
|
7.7 |
—
|
391,199 | — |
NEW
|
391,199 | $12,733,528 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
SXT
SENSIENT TECHNO...
|
Basic Materials | 7.90% | 12.30% |
#4
2
Prev: #2
|
3.7 |
—
|
-35,316 | -26.8% |
P
S
|
96,411 | $12,602,846 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
FLEX
FLEX LTD
|
Technology | 7.84% | — |
#5
Prev: #—
|
7.1 |
—
|
113,727 | — |
NEW
|
113,727 | $12,508,833 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
CSTM
CONSTELLIUM SE
|
Basic Materials | 7.59% | 11.64% |
#6
3
Prev: #3
|
3.5 |
—
|
18,116 | 3.8% |
P
S
|
500,246 | $12,100,951 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
SARO
STANDARDAERO IN...
|
Industrials | 7.10% | 10.52% |
#7
3
Prev: #4
|
4.8 |
—
|
66,067 | 14.2% |
P
S
|
530,662 | $11,329,634 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
ATI
ATI INC
|
Industrials | 6.98% | 9.02% |
#8
2
Prev: #6
|
3.3 |
—
|
-1,612 | -2.7% |
P
S
|
58,807 | $11,138,046 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
MFP
MIDERA FOOD PRO...
|
Industrials | 6.90% | — |
#9
Prev: #—
|
6.3 |
—
|
269,655 | — |
NEW
|
269,655 | $11,007,317 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
HONA
HONEYWELL AEROS...
|
Industrials | 6.49% | — |
#10
Prev: #—
|
6.1 |
—
|
66,785 | — |
NEW
|
66,785 | $10,349,672 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
AA
ALCOA CORP
|
Basic Materials | 6.03% | 8.22% |
#11
3
Prev: #8
|
4.4 |
—
|
20,890 | 10.0% |
P
S
|
229,055 | $9,620,310 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
CRS
CARPENTER TECHN...
|
Industrials | 5.09% | 9.76% |
#12
7
Prev: #5
|
3.0 |
—
|
no change | no change |
P
S
|
20,894 | $8,124,005 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
AMBP
ARDAGH METAL PA...
|
Consumer Cyclical | 4.69% | 2.06% |
#13
2
Prev: #11
|
4.9 |
—
|
1,148,027 | 199.9% |
P
S
|
1,722,234 | $7,474,495 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
CCJ
CAMECO CORP
|
Energy | 2.98% | 3.08% |
#14
4
Prev: #10
|
3.7 |
—
|
14,886 | 37.3% |
P
S
|
54,789 | $4,748,562 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
HMY
HARMONY GOLD MN...
|
Basic Materials | 0.00% | 7.06% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-612,949 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
MIDD
MIDDLEBY CORP
|
Industrials | 0.00% | 8.80% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-67,536 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 |
Showing 1-16 of 16 holdings