Mountaineer Partners Management, LLC — 13F holdings

Mountaineer Partners Management, LLC reported 21 holdings worth $132M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. CENX CENTURY ALUM CO — $23.2M (17.5%)
2. SXT SENSIENT TECHNOLOGIES CORP — $16.2M (12.3%)
3. CSTM CONSTELLIUM SE — $15.4M (11.6%)
4. SARO STANDARDAERO INC — $13.9M (10.5%)
5. CRS CARPENTER TECHNOLOGY CORP — $12.9M (9.8%)
6. ATI ATI INC — $11.9M (9.0%)
7. MIDD MIDDLEBY CORP — $11.6M (8.8%)
8. AA ALCOA CORP — $10.9M (8.2%)
9. HMY HARMONY GOLD MINING CO LTD — $9.32M (7.1%)
10. CCJ CAMECO CORP — $4.06M (3.1%)