Filed: 2/13/2026ACC: 0000919574-26-000943
📋 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 $178.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$178.72M
Total AUM (reported)
7.22M
Total Shares
Allocation by class
COM$142.21M79.6%
CL B$13.53M7.6%
CL A SHS$12.85M7.2%
SHS$6.02M3.4%
UNIT BEN INT$4.12M2.3%
Portfolio Concentration
Top 3$54.26M30.4%
4–10$82.00M45.9%
11–25$42.46M23.8%
Top 3 weight
30.4%
Top 10 weight
76.2%
Voting Authority Distribution
Total shares with voting rights: 7.22M
Sole
Full voting authority
5.83M
shares
% of voting shares80.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.39M
shares
% of voting shares19.2%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 80.8% of voting shares
Institutional Holdings17
Rows:
CENTURY ALUM CO
SOLEShares608.48K
TypeSH
Market value$23.84M
13.34%
Sole
555.38K
Shared
0.00
None
53.09K
HUDBAY MINERALS INC
SOLEShares787.25K
TypeSH
Market value$15.63M
8.74%
Sole
683.48K
Shared
0.00
None
103.77K
ATI INC
SOLEShares128.91K
TypeSH
Market value$14.79M
8.28%
Sole
111.01K
Shared
0.00
None
17.90K
FREEPORT-MCMORAN INC
SOLEShares266.33K
TypeSH
Market value$13.53M
7.57%
Sole
225.80K
Shared
0.00
None
40.53K
ALCOA CORP
SOLEShares241.99K
TypeSH
Market value$12.86M
7.20%
Sole
203.79K
Shared
0.00
None
38.20K
CONSTELLIUM SE
SOLEShares681.46K
TypeSH
Market value$12.85M
7.19%
Sole
571.23K
Shared
0.00
None
110.24K
CARPENTER TECHNOLOGY CORP
SOLEShares36.69K
TypeSH
Market value$11.55M
6.46%
Sole
30.39K
Shared
0.00
None
6.30K
SENSIENT TECHNOLOGIES CORP
SOLEShares117.09K
TypeSH
Market value$11.00M
6.16%
Sole
96.41K
Shared
0.00
None
20.68K
STANDARDAERO INC
SOLEShares367.50K
TypeSH
Market value$10.54M
5.90%
Sole
298.02K
Shared
0.00
None
69.47K
BUILDERS FIRSTSOURCE INC
SOLEShares94.09K
TypeSH
Market value$9.68M
5.42%
Sole
75.63K
Shared
0.00
None
18.46K
KIRBY CORP
SOLEShares87.44K
TypeSH
Market value$9.63M
5.39%
Sole
69.75K
Shared
0.00
None
17.70K
D R HORTON INC
SOLEShares65K
TypeSH
Market value$9.36M
5.24%
Sole
52.05K
Shared
0.00
None
12.96K
ARDAGH METAL PACKAGING S A
SOLEShares1.47M
TypeSH
Market value$6.02M
3.37%
Sole
1.10M
Shared
0.00
None
366.81K
NEXGEN ENERGY LTD
SOLEShares538.04K
TypeSH
Market value$4.95M
2.77%
Sole
408.57K
Shared
0.00
None
129.47K
FRONTIER GROUP HLDGS INC
SOLEShares953.38K
TypeSH
Market value$4.49M
2.51%
Sole
747.18K
Shared
0.00
None
206.19K
SAN JUAN BASIN RTY TR
SOLEShares732.35K
TypeSH
Market value$4.12M
2.30%
Sole
563.92K
Shared
0.00
None
168.43K
CAMECO CORP
SOLEShares42.42K
TypeSH
Market value$3.88M
2.17%
Sole
33.31K
Shared
0.00
None
9.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CENTURY ALUM COSOLE | COM | 608.48K | SH | $23.84M 13.34% | 555.38K | 0.00 | 53.09K |
HUDBAY MINERALS INCSOLE | COM | 787.25K | SH | $15.63M 8.74% | 683.48K | 0.00 | 103.77K |
ATI INCSOLE | COM | 128.91K | SH | $14.79M 8.28% | 111.01K | 0.00 | 17.90K |
FREEPORT-MCMORAN INCSOLE | CL B | 266.33K | SH | $13.53M 7.57% | 225.80K | 0.00 | 40.53K |
ALCOA CORPSOLE | COM | 241.99K | SH | $12.86M 7.20% | 203.79K | 0.00 | 38.20K |
CONSTELLIUM SESOLE | CL A SHS | 681.46K | SH | $12.85M 7.19% | 571.23K | 0.00 | 110.24K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 36.69K | SH | $11.55M 6.46% | 30.39K | 0.00 | 6.30K |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 117.09K | SH | $11.00M 6.16% | 96.41K | 0.00 | 20.68K |
STANDARDAERO INCSOLE | COM | 367.50K | SH | $10.54M 5.90% | 298.02K | 0.00 | 69.47K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 94.09K | SH | $9.68M 5.42% | 75.63K | 0.00 | 18.46K |
KIRBY CORPSOLE | COM | 87.44K | SH | $9.63M 5.39% | 69.75K | 0.00 | 17.70K |
D R HORTON INCSOLE | COM | 65K | SH | $9.36M 5.24% | 52.05K | 0.00 | 12.96K |
ARDAGH METAL PACKAGING S ASOLE | SHS | 1.47M | SH | $6.02M 3.37% | 1.10M | 0.00 | 366.81K |
NEXGEN ENERGY LTDSOLE | COM | 538.04K | SH | $4.95M 2.77% | 408.57K | 0.00 | 129.47K |
FRONTIER GROUP HLDGS INCSOLE | COM | 953.38K | SH | $4.49M 2.51% | 747.18K | 0.00 | 206.19K |
SAN JUAN BASIN RTY TRSOLE | UNIT BEN INT | 732.35K | SH | $4.12M 2.30% | 563.92K | 0.00 | 168.43K |
CAMECO CORPSOLE | COM | 42.42K | SH | $3.88M 2.17% | 33.31K | 0.00 | 9.12K |