Filed: 5/15/2026ACC: 0000919574-26-003280
📋 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 $201.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$201.32M
Total AUM (reported)
6.91M
Total Shares
Allocation by class
COM$153.12M76.1%
CL A SHS$16.19M8.0%
CL B$14.16M7.0%
SPONSORED ADR$10.25M5.1%
SHS$7.61M3.8%
Portfolio Concentration
Top 3$65.96M32.8%
4–10$92.32M45.9%
11–25$43.04M21.4%
Top 3 weight
32.8%
Top 10 weight
78.6%
Voting Authority Distribution
Total shares with voting rights: 6.91M
Sole
Full voting authority
5.72M
shares
% of voting shares82.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.19M
shares
% of voting shares17.2%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 82.8% of voting shares
Institutional Holdings16
Rows:
CENTURY ALUM CO
SOLEShares584K
TypeSH
Market value$34.27M
17.02%
Sole
543.21K
Shared
0.00
None
40.79K
CONSTELLIUM SE
SOLEShares658.49K
TypeSH
Market value$16.19M
8.04%
Sole
571.23K
Shared
0.00
None
87.27K
ALCOA CORP
SOLEShares233.69K
TypeSH
Market value$15.50M
7.70%
Sole
200.13K
Shared
0.00
None
33.56K
HUDBAY MINERALS INC
SOLEShares706.04K
TypeSH
Market value$14.76M
7.33%
Sole
594.85K
Shared
0.00
None
111.19K
FREEPORT MCMORAN INC
SOLEShares240.97K
TypeSH
Market value$14.16M
7.04%
Sole
205.51K
Shared
0.00
None
35.47K
CARPENTER TECHNOLOGY CORP
SOLEShares35.93K
TypeSH
Market value$14.16M
7.03%
Sole
30.43K
Shared
0.00
None
5.50K
SENSIENT TECHNOLOGIES CORP
SOLEShares156.58K
TypeSH
Market value$13.54M
6.72%
Sole
131.65K
Shared
0.00
None
24.94K
ATI INC
SOLEShares91.78K
TypeSH
Market value$13.35M
6.63%
Sole
77.07K
Shared
0.00
None
14.71K
KIRBY CORP
SOLEShares89.02K
TypeSH
Market value$11.83M
5.88%
Sole
72.92K
Shared
0.00
None
16.10K
STANDARDAERO INC
SOLEShares407.44K
TypeSH
Market value$10.52M
5.23%
Sole
330.01K
Shared
0.00
None
77.42K
HARMONY GOLD MNG LTD
SOLEShares666.74K
TypeSH
Market value$10.25M
5.09%
Sole
540.04K
Shared
0.00
None
126.69K
D R HORTON INC
SOLEShares66.54K
TypeSH
Market value$9.13M
4.54%
Sole
53.59K
Shared
0.00
None
12.96K
BUILDERS FIRSTSOURCE INC
SOLEShares98.20K
TypeSH
Market value$8.09M
4.02%
Sole
80.44K
Shared
0.00
None
17.76K
ARDAGH METAL PACKAGING S A
SOLEShares1.88M
TypeSH
Market value$7.61M
3.78%
Sole
1.51M
Shared
0.00
None
366.81K
CAMECO CORP
SOLEShares42.42K
TypeSH
Market value$4.61M
2.29%
Sole
33.31K
Shared
0.00
None
9.12K
FRONTIER GROUP HLDGS INC
SOLEShares953.38K
TypeSH
Market value$3.37M
1.67%
Sole
747.18K
Shared
0.00
None
206.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CENTURY ALUM COSOLE | COM | 584K | SH | $34.27M 17.02% | 543.21K | 0.00 | 40.79K |
CONSTELLIUM SESOLE | CL A SHS | 658.49K | SH | $16.19M 8.04% | 571.23K | 0.00 | 87.27K |
ALCOA CORPSOLE | COM | 233.69K | SH | $15.50M 7.70% | 200.13K | 0.00 | 33.56K |
HUDBAY MINERALS INCSOLE | COM | 706.04K | SH | $14.76M 7.33% | 594.85K | 0.00 | 111.19K |
FREEPORT MCMORAN INCSOLE | CL B | 240.97K | SH | $14.16M 7.04% | 205.51K | 0.00 | 35.47K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 35.93K | SH | $14.16M 7.03% | 30.43K | 0.00 | 5.50K |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 156.58K | SH | $13.54M 6.72% | 131.65K | 0.00 | 24.94K |
ATI INCSOLE | COM | 91.78K | SH | $13.35M 6.63% | 77.07K | 0.00 | 14.71K |
KIRBY CORPSOLE | COM | 89.02K | SH | $11.83M 5.88% | 72.92K | 0.00 | 16.10K |
STANDARDAERO INCSOLE | COM | 407.44K | SH | $10.52M 5.23% | 330.01K | 0.00 | 77.42K |
HARMONY GOLD MNG LTDSOLE | SPONSORED ADR | 666.74K | SH | $10.25M 5.09% | 540.04K | 0.00 | 126.69K |
D R HORTON INCSOLE | COM | 66.54K | SH | $9.13M 4.54% | 53.59K | 0.00 | 12.96K |
BUILDERS FIRSTSOURCE INCSOLE | COM | 98.20K | SH | $8.09M 4.02% | 80.44K | 0.00 | 17.76K |
ARDAGH METAL PACKAGING S ASOLE | SHS | 1.88M | SH | $7.61M 3.78% | 1.51M | 0.00 | 366.81K |
CAMECO CORPSOLE | COM | 42.42K | SH | $4.61M 2.29% | 33.31K | 0.00 | 9.12K |
FRONTIER GROUP HLDGS INCSOLE | COM | 953.38K | SH | $3.37M 1.67% | 747.18K | 0.00 | 206.19K |