Filed: 2/14/2025ACC: 0000919574-25-001213
📋 What this filing means
MOUNTAINEER PARTNERS MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $136.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$136.56M
Total AUM (reported)
6.78M
Total Shares
Allocation by class
COM$106.28M77.8%
CL B$9.40M6.9%
CL A SHS$9.11M6.7%
SHS$9.02M6.6%
UNIT BEN INT$2.75M2.0%
Portfolio Concentration
Top 3$32.56M23.8%
4–10$65.50M48.0%
11–25$38.50M28.2%
Top 3 weight
23.8%
Top 10 weight
71.8%
Voting Authority Distribution
Total shares with voting rights: 6.78M
Sole
Full voting authority
5.36M
shares
% of voting shares79.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.42M
shares
% of voting shares20.9%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 79.1% of voting shares
Institutional Holdings17
Rows:
CENTURY ALUM CO
SOLEShares647.85K
TypeSH
Market value$11.80M
8.64%
Sole
543.17K
Shared
0.00
None
104.67K
EVERUS CONSTR GROUP
SOLEShares162.72K
TypeSH
Market value$10.70M
7.83%
Sole
134.14K
Shared
0.00
None
28.58K
ATI INC
SOLEShares182.67K
TypeSH
Market value$10.05M
7.36%
Sole
145.47K
Shared
0.00
None
37.20K
ENTEGRIS INC
SOLEShares99.86K
TypeSH
Market value$9.89M
7.24%
Sole
79.47K
Shared
0.00
None
20.39K
ALCOA CORP
SOLEShares257.78K
TypeSH
Market value$9.74M
7.13%
Sole
204.38K
Shared
0.00
None
53.40K
GE VERNOVA INC
SOLEShares29.37K
TypeSH
Market value$9.66M
7.07%
Sole
23.38K
Shared
0.00
None
6K
FREEPORT-MCMORAN INC
SOLEShares246.84K
TypeSH
Market value$9.40M
6.88%
Sole
196.31K
Shared
0.00
None
50.53K
CONSTELLIUM SE
SOLEShares887.24K
TypeSH
Market value$9.11M
6.67%
Sole
690.72K
Shared
0.00
None
196.52K
HUDBAY MINERALS INC
SOLEShares1.10M
TypeSH
Market value$8.95M
6.55%
Sole
888.35K
Shared
0.00
None
216.22K
VISHAY INTERTECHNOLOGY INC
SOLEShares516.57K
TypeSH
Market value$8.75M
6.41%
Sole
417.80K
Shared
0.00
None
98.78K
BUILDERS FIRSTSOURCE INC
SOLEShares55.88K
TypeSH
Market value$7.99M
5.85%
Sole
45.23K
Shared
0.00
None
10.65K
MATERION CORP
SOLEShares79.74K
TypeSH
Market value$7.88M
5.77%
Sole
62.06K
Shared
0.00
None
17.69K
D R HORTON INC
SOLEShares51.02K
TypeSH
Market value$7.13M
5.22%
Sole
39.48K
Shared
0.00
None
11.54K
SCORPIO TANKERS INC
SOLEShares117.42K
TypeSH
Market value$5.83M
4.27%
Sole
89.54K
Shared
0.00
None
27.88K
NEXGEN ENERGY LTD
SOLEShares564.51K
TypeSH
Market value$3.73M
2.73%
Sole
435.04K
Shared
0.00
None
129.47K
ARDAGH METAL PACKAGING S A
SOLEShares1.06M
TypeSH
Market value$3.18M
2.33%
Sole
816.22K
Shared
0.00
None
241.50K
SAN JUAN BASIN RTY TR
SOLEShares719.05K
TypeSH
Market value$2.75M
2.02%
Sole
550.63K
Shared
0.00
None
168.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CENTURY ALUM COSOLE | COM | 647.85K | SH | $11.80M 8.64% | 543.17K | 0.00 | 104.67K |
EVERUS CONSTR GROUPSOLE | COM | 162.72K | SH | $10.70M 7.83% | 134.14K | 0.00 | 28.58K |
ATI INCSOLE | COM | 182.67K | SH | $10.05M 7.36% | 145.47K | 0.00 | 37.20K |
ENTEGRIS INCSOLE | COM | 99.86K | SH | $9.89M 7.24% | 79.47K | 0.00 | 20.39K |
ALCOA CORPSOLE | COM | 257.78K | SH | $9.74M 7.13% | 204.38K | 0.00 | 53.40K |
GE VERNOVA INCSOLE | COM | 29.37K | SH | $9.66M 7.07% | 23.38K | 0.00 | 6K |
FREEPORT-MCMORAN INCSOLE | CL B | 246.84K | SH | $9.40M 6.88% | 196.31K | 0.00 | 50.53K |
CONSTELLIUM SESOLE | CL A SHS | 887.24K | SH | $9.11M 6.67% | 690.72K | 0.00 | 196.52K |
HUDBAY MINERALS INCSOLE | COM | 1.10M | SH | $8.95M 6.55% | 888.35K | 0.00 | 216.22K |
VISHAY INTERTECHNOLOGY INCSOLE | COM | 516.57K | SH | $8.75M 6.41% | 417.80K | 0.00 | 98.78K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 55.88K | SH | $7.99M 5.85% | 45.23K | 0.00 | 10.65K |
MATERION CORPSOLE | COM | 79.74K | SH | $7.88M 5.77% | 62.06K | 0.00 | 17.69K |
D R HORTON INCSOLE | COM | 51.02K | SH | $7.13M 5.22% | 39.48K | 0.00 | 11.54K |
SCORPIO TANKERS INCSOLE | SHS | 117.42K | SH | $5.83M 4.27% | 89.54K | 0.00 | 27.88K |
NEXGEN ENERGY LTDSOLE | COM | 564.51K | SH | $3.73M 2.73% | 435.04K | 0.00 | 129.47K |
ARDAGH METAL PACKAGING S ASOLE | SHS | 1.06M | SH | $3.18M 2.33% | 816.22K | 0.00 | 241.50K |
SAN JUAN BASIN RTY TRSOLE | UNIT BEN INT | 719.05K | SH | $2.75M 2.02% | 550.63K | 0.00 | 168.43K |