Filed: 8/14/2025ACC: 0000919574-25-004802
📋 What this filing means
MOUNTAINEER PARTNERS MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $151.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$151.30M
Total AUM (reported)
7.71M
Total Shares
Allocation by class
COM$118.20M78.1%
CL A SHS$11.25M7.4%
CL B$10.97M7.2%
SHS$6.58M4.4%
UNIT BEN INT$4.30M2.8%
Portfolio Concentration
Top 3$37.74M24.9%
4–10$75.05M49.6%
11–25$38.51M25.5%
Top 3 weight
24.9%
Top 10 weight
74.5%
Voting Authority Distribution
Total shares with voting rights: 7.71M
Sole
Full voting authority
6.16M
shares
% of voting shares79.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.55M
shares
% of voting shares20.1%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 79.9% of voting shares
Institutional Holdings16
Rows:
EVERUS CONSTR GROUP
SOLEShares206.22K
TypeSH
Market value$13.10M
8.66%
Sole
172.99K
Shared
0.00
None
33.23K
CENTURY ALUM CO
SOLEShares705.15K
TypeSH
Market value$12.71M
8.40%
Sole
590.10K
Shared
0.00
None
115.05K
HUDBAY MINERALS INC
SOLEShares1.12M
TypeSH
Market value$11.93M
7.89%
Sole
928.58K
Shared
0.00
None
195.85K
VISHAY INTERTECHNOLOGY INC
SOLEShares742.50K
TypeSH
Market value$11.79M
7.79%
Sole
614.21K
Shared
0.00
None
128.30K
CONSTELLIUM SE
SOLEShares845.68K
TypeSH
Market value$11.25M
7.43%
Sole
699.17K
Shared
0.00
None
146.51K
CARPENTER TECHNOLOGY CORP
SOLEShares39.98K
TypeSH
Market value$11.05M
7.30%
Sole
32.26K
Shared
0.00
None
7.72K
FREEPORT-MCMORAN INC
SOLEShares252.96K
TypeSH
Market value$10.97M
7.25%
Sole
205.83K
Shared
0.00
None
47.13K
ATI INC
SOLEShares122.97K
TypeSH
Market value$10.62M
7.02%
Sole
98.73K
Shared
0.00
None
24.24K
ENTEGRIS INC
SOLEShares126.23K
TypeSH
Market value$10.18M
6.73%
Sole
101.49K
Shared
0.00
None
24.74K
STANDARDAERO INC
SOLEShares290.73K
TypeSH
Market value$9.20M
6.08%
Sole
224.05K
Shared
0.00
None
66.68K
ALCOA CORP
SOLEShares304.78K
TypeSH
Market value$8.99M
5.94%
Sole
235.29K
Shared
0.00
None
69.49K
KIRBY CORP
SOLEShares65.43K
TypeSH
Market value$7.42M
4.90%
Sole
50.46K
Shared
0.00
None
14.97K
BUILDERS FIRSTSOURCE INC
SOLEShares62.46K
TypeSH
Market value$7.29M
4.82%
Sole
47.25K
Shared
0.00
None
15.22K
ARDAGH METAL PACKAGING S A
SOLEShares1.54M
TypeSH
Market value$6.58M
4.35%
Sole
1.17M
Shared
0.00
None
366.81K
SAN JUAN BASIN RTY TR
SOLEShares719.05K
TypeSH
Market value$4.30M
2.84%
Sole
550.63K
Shared
0.00
None
168.43K
NEXGEN ENERGY LTD
SOLEShares564.51K
TypeSH
Market value$3.92M
2.59%
Sole
435.04K
Shared
0.00
None
129.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVERUS CONSTR GROUPSOLE | COM | 206.22K | SH | $13.10M 8.66% | 172.99K | 0.00 | 33.23K |
CENTURY ALUM COSOLE | COM | 705.15K | SH | $12.71M 8.40% | 590.10K | 0.00 | 115.05K |
HUDBAY MINERALS INCSOLE | COM | 1.12M | SH | $11.93M 7.89% | 928.58K | 0.00 | 195.85K |
VISHAY INTERTECHNOLOGY INCSOLE | COM | 742.50K | SH | $11.79M 7.79% | 614.21K | 0.00 | 128.30K |
CONSTELLIUM SESOLE | CL A SHS | 845.68K | SH | $11.25M 7.43% | 699.17K | 0.00 | 146.51K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 39.98K | SH | $11.05M 7.30% | 32.26K | 0.00 | 7.72K |
FREEPORT-MCMORAN INCSOLE | CL B | 252.96K | SH | $10.97M 7.25% | 205.83K | 0.00 | 47.13K |
ATI INCSOLE | COM | 122.97K | SH | $10.62M 7.02% | 98.73K | 0.00 | 24.24K |
ENTEGRIS INCSOLE | COM | 126.23K | SH | $10.18M 6.73% | 101.49K | 0.00 | 24.74K |
STANDARDAERO INCSOLE | COM | 290.73K | SH | $9.20M 6.08% | 224.05K | 0.00 | 66.68K |
ALCOA CORPSOLE | COM | 304.78K | SH | $8.99M 5.94% | 235.29K | 0.00 | 69.49K |
KIRBY CORPSOLE | COM | 65.43K | SH | $7.42M 4.90% | 50.46K | 0.00 | 14.97K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 62.46K | SH | $7.29M 4.82% | 47.25K | 0.00 | 15.22K |
ARDAGH METAL PACKAGING S ASOLE | SHS | 1.54M | SH | $6.58M 4.35% | 1.17M | 0.00 | 366.81K |
SAN JUAN BASIN RTY TRSOLE | UNIT BEN INT | 719.05K | SH | $4.30M 2.84% | 550.63K | 0.00 | 168.43K |
NEXGEN ENERGY LTDSOLE | COM | 564.51K | SH | $3.92M 2.59% | 435.04K | 0.00 | 129.47K |