Mountaineer Partners Management
Mountaineer Partners Management reported 11 stocks worth $137M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CENX (16.8%), SXT (11.8%) and CSTM (11.2%). Compared with Q1 2026, the fund opened new positions in MIDD, added to SARO, trimmed CENX, SXT and CSTM and sold out of HBM, FCX and KEX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CENX Century Alum Co | $23.2M | 16.8% | 503K | −81K (−14%) | 8 of 8 | |
| 2 |  SXT Sensient Technologies Corp | $16.2M | 11.8% | 132K | −25K (−16%) | 3 of 8 | |
| 3 |  CSTM Constellium SE | $15.4M | 11.2% | 482K | −176K (−27%) | 8 of 8 | |
| 4 |  SARO Standardaero Inc | $13.9M | 10.1% | 465K | +57K (+14%) | 5 of 8 | |
| 5 |  CRS Carpenter Technology Corp | $12.9M | 9.4% | 21K | −15K (−42%) | 5 of 8 | |
| 6 |  ATI Ati Inc | $11.9M | 8.7% | 60K | −31K (−34%) | 8 of 8 | |
| 7 |  MIDD Middleby Corp | $11.6M | 8.4% | 68K | New position | 1 of 8 | |
| 8 |  AA Alcoa Corp | $10.9M | 7.9% | 208K | −26K (−11%) | 8 of 8 | |
| 9 |  HMY Harmony Gold Mining Co Ltd | $9.3M | 6.8% | 613K | −54K (−8%) | 2 of 8 | |
| 10 |  AMBP Ardagh Metal Packaging S A | $8.2M | 5.9% | 1.7M | −156K (−8%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HBM Hudbay Minerals Inc | $14.8M | 706K |
 FCX Freeport-Mcmoran Inc | $14.2M | 241K |
 KEX Kirby Corp | $11.8M | 89K |
 DHI D R Horton Inc | $9.1M | 67K |
 BLDR Builders Firstsource Inc | $8.1M | 98K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Mountaineer Partners Management 13F FAQ
What does Mountaineer Partners Management own?
Mountaineer Partners Management reported 11 stocks worth $137M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are CENX (16.8%), SXT (11.8%) and CSTM (11.2%). The table above lists every position in the filing (the top 10 without an account).
What did Mountaineer Partners Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 9 trimmed and 6 sold out. New positions include MIDD. It sold all of HBM, FCX and KEX.
When will Mountaineer Partners Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mountaineer Partners Management's portfolio worth?
The Q2 2026 filing reports $137M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.