Mountaineer Partners Management, LLC ECG β€” EVERUS CONSTR GROUP

Ownership history in Mountaineer Partners Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Mountaineer Partners Management, LLC reported EVERUS CONSTR GROUP (ECG) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 8.66% in 2025 Q2. The latest visible filing shows ECG at 8.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ECG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mountaineer Partners Management, LLC's position in EVERUS CONSTR GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ECG was reported at 8.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.66% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mountaineer Partners Management, LLC held ECG β€” position size vs. price
% of Fund (quarterly)    ECG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 17.6% +3.6% ❌ 169,844 -36,374 -17.6% 8.47% $14.6M 2025-11-14 $90.18
2025 Q2 REDUCED 9.1% +30.6% ❌ 206,218 -20,639 -9.1% 8.66% $13.1M 2025-08-14 $75.31
2025 Q1 ADDED β€” β€” β€” 226,857 +64,135 +39.4% 8.05% $8.4M 2025-05-15 $61.24
2024 Q4 INITIATED β€” β€” β€” 162,722 β€” β€” 7.83% $10.7M 2025-02-14 $48.14

FAQ About Mountaineer Partners Management, LLC and ECG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mountaineer Partners Management, LLC reported owning ECG?

Mountaineer Partners Management, LLC reported ECG across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported ECG position in Mountaineer Partners Management, LLC's portfolio?

The largest reported portfolio weight for ECG was 8.66% in 2025 Q2.

What is the latest reported ECG position on this page?

The most recent filing on this page is 2025 Q3, when Mountaineer Partners Management, LLC reported 169,844 shares, equal to 8.47% of portfolio, with an estimated market value of $14.6M.

What does the chart on this ECG ownership page compare?

The chart compares Mountaineer Partners Management, LLC's quarterly ECG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mountaineer Partners Management, LLC time their ECG position?

Based on 13F filing dates vs. subsequent ECG price moves, Mountaineer Partners Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ECG relative to SPY over the holding period was +78.4%.

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