Filed: 11/14/2025ACC: 0000919574-25-006893
📋 What this filing means
MOUNTAINEER PARTNERS MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $171.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$171.95M
Total AUM (reported)
7.85M
Total Shares
Allocation by class
COM$137.53M80.0%
CL A SHS$12.41M7.2%
CL B$11.53M6.7%
SHS$6.14M3.6%
UNIT BEN INT$4.34M2.5%
Portfolio Concentration
Top 3$48.46M28.2%
4–10$78.19M45.5%
11–25$45.30M26.3%
Top 3 weight
28.2%
Top 10 weight
73.7%
Voting Authority Distribution
Total shares with voting rights: 7.85M
Sole
Full voting authority
6.35M
shares
% of voting shares80.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.50M
shares
% of voting shares19.1%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 80.9% of voting shares
Institutional Holdings18
Rows:
CENTURY ALUM CO
SOLEShares661.04K
TypeSH
Market value$19.41M
11.29%
Sole
590.10K
Shared
0.00
None
70.94K
EVERUS CONSTR GROUP
SOLEShares169.84K
TypeSH
Market value$14.56M
8.47%
Sole
145.01K
Shared
0.00
None
24.84K
HUDBAY MINERALS INC
SOLEShares955.42K
TypeSH
Market value$14.48M
8.42%
Sole
819.72K
Shared
0.00
None
135.70K
CONSTELLIUM SE
SOLEShares833.78K
TypeSH
Market value$12.41M
7.22%
Sole
699.17K
Shared
0.00
None
134.61K
ATI INC
SOLEShares144.02K
TypeSH
Market value$11.71M
6.81%
Sole
117.98K
Shared
0.00
None
26.04K
FREEPORT-MCMORAN INC
SOLEShares294.05K
TypeSH
Market value$11.53M
6.71%
Sole
239.97K
Shared
0.00
None
54.08K
ENTEGRIS INC
SOLEShares123.23K
TypeSH
Market value$11.39M
6.63%
Sole
101.49K
Shared
0.00
None
21.74K
VISHAY INTERTECHNOLOGY INC
SOLEShares742.18K
TypeSH
Market value$11.36M
6.60%
Sole
614.21K
Shared
0.00
None
127.97K
CARPENTER TECHNOLOGY CORP
SOLEShares40.85K
TypeSH
Market value$10.03M
5.83%
Sole
32.30K
Shared
0.00
None
8.55K
ALCOA CORP
SOLEShares296.64K
TypeSH
Market value$9.76M
5.67%
Sole
235.29K
Shared
0.00
None
61.35K
STANDARDAERO INC
SOLEShares290.73K
TypeSH
Market value$7.93M
4.61%
Sole
224.05K
Shared
0.00
None
66.68K
BUILDERS FIRSTSOURCE INC
SOLEShares60.76K
TypeSH
Market value$7.37M
4.28%
Sole
47.25K
Shared
0.00
None
13.51K
ARDAGH METAL PACKAGING S A
SOLEShares1.54M
TypeSH
Market value$6.14M
3.57%
Sole
1.17M
Shared
0.00
None
366.81K
KIRBY CORP
SOLEShares65.43K
TypeSH
Market value$5.46M
3.18%
Sole
50.46K
Shared
0.00
None
14.97K
NEXGEN ENERGY LTD
SOLEShares564.51K
TypeSH
Market value$5.05M
2.94%
Sole
435.04K
Shared
0.00
None
129.47K
D R HORTON INC
SOLEShares27.88K
TypeSH
Market value$4.72M
2.75%
Sole
21.52K
Shared
0.00
None
6.36K
SAN JUAN BASIN RTY TR
SOLEShares719.05K
TypeSH
Market value$4.34M
2.53%
Sole
550.63K
Shared
0.00
None
168.43K
URANIUM ENERGY CORP
SOLEShares320.95K
TypeSH
Market value$4.28M
2.49%
Sole
251.96K
Shared
0.00
None
68.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CENTURY ALUM COSOLE | COM | 661.04K | SH | $19.41M 11.29% | 590.10K | 0.00 | 70.94K |
EVERUS CONSTR GROUPSOLE | COM | 169.84K | SH | $14.56M 8.47% | 145.01K | 0.00 | 24.84K |
HUDBAY MINERALS INCSOLE | COM | 955.42K | SH | $14.48M 8.42% | 819.72K | 0.00 | 135.70K |
CONSTELLIUM SESOLE | CL A SHS | 833.78K | SH | $12.41M 7.22% | 699.17K | 0.00 | 134.61K |
ATI INCSOLE | COM | 144.02K | SH | $11.71M 6.81% | 117.98K | 0.00 | 26.04K |
FREEPORT-MCMORAN INCSOLE | CL B | 294.05K | SH | $11.53M 6.71% | 239.97K | 0.00 | 54.08K |
ENTEGRIS INCSOLE | COM | 123.23K | SH | $11.39M 6.63% | 101.49K | 0.00 | 21.74K |
VISHAY INTERTECHNOLOGY INCSOLE | COM | 742.18K | SH | $11.36M 6.60% | 614.21K | 0.00 | 127.97K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 40.85K | SH | $10.03M 5.83% | 32.30K | 0.00 | 8.55K |
ALCOA CORPSOLE | COM | 296.64K | SH | $9.76M 5.67% | 235.29K | 0.00 | 61.35K |
STANDARDAERO INCSOLE | COM | 290.73K | SH | $7.93M 4.61% | 224.05K | 0.00 | 66.68K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 60.76K | SH | $7.37M 4.28% | 47.25K | 0.00 | 13.51K |
ARDAGH METAL PACKAGING S ASOLE | SHS | 1.54M | SH | $6.14M 3.57% | 1.17M | 0.00 | 366.81K |
KIRBY CORPSOLE | COM | 65.43K | SH | $5.46M 3.18% | 50.46K | 0.00 | 14.97K |
NEXGEN ENERGY LTDSOLE | COM | 564.51K | SH | $5.05M 2.94% | 435.04K | 0.00 | 129.47K |
D R HORTON INCSOLE | COM | 27.88K | SH | $4.72M 2.75% | 21.52K | 0.00 | 6.36K |
SAN JUAN BASIN RTY TRSOLE | UNIT BEN INT | 719.05K | SH | $4.34M 2.53% | 550.63K | 0.00 | 168.43K |
URANIUM ENERGY CORPSOLE | COM | 320.95K | SH | $4.28M 2.49% | 251.96K | 0.00 | 68.99K |