MOUNTAINEER PARTNERS MANAGEMENT, LLC

PrivateCIK: 1730532
Location

NEW YORK, NY

16
Positions
$201.32M
Total AUM (reported)
6.91M
Total Shares

Allocation by class

TOTAL AUM$201.32M16 positions
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 332.8%4–1045.9%11–2521.4%TOP 1078.6%0%100%
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

SOLE
COM
Shares584K
TypeSH
Market value$34.27M
17.02%
Sole
543.21K
Shared
0.00
None
40.79K

CONSTELLIUM SE

SOLE
CL A SHS
Shares658.49K
TypeSH
Market value$16.19M
8.04%
Sole
571.23K
Shared
0.00
None
87.27K

ALCOA CORP

SOLE
COM
Shares233.69K
TypeSH
Market value$15.50M
7.70%
Sole
200.13K
Shared
0.00
None
33.56K

HUDBAY MINERALS INC

SOLE
COM
Shares706.04K
TypeSH
Market value$14.76M
7.33%
Sole
594.85K
Shared
0.00
None
111.19K

FREEPORT MCMORAN INC

SOLE
CL B
Shares240.97K
TypeSH
Market value$14.16M
7.04%
Sole
205.51K
Shared
0.00
None
35.47K

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares35.93K
TypeSH
Market value$14.16M
7.03%
Sole
30.43K
Shared
0.00
None
5.50K

SENSIENT TECHNOLOGIES CORP

SOLE
COM
Shares156.58K
TypeSH
Market value$13.54M
6.72%
Sole
131.65K
Shared
0.00
None
24.94K

ATI INC

SOLE
COM
Shares91.78K
TypeSH
Market value$13.35M
6.63%
Sole
77.07K
Shared
0.00
None
14.71K

KIRBY CORP

SOLE
COM
Shares89.02K
TypeSH
Market value$11.83M
5.88%
Sole
72.92K
Shared
0.00
None
16.10K

STANDARDAERO INC

SOLE
COM
Shares407.44K
TypeSH
Market value$10.52M
5.23%
Sole
330.01K
Shared
0.00
None
77.42K

HARMONY GOLD MNG LTD

SOLE
SPONSORED ADR
Shares666.74K
TypeSH
Market value$10.25M
5.09%
Sole
540.04K
Shared
0.00
None
126.69K

D R HORTON INC

SOLE
COM
Shares66.54K
TypeSH
Market value$9.13M
4.54%
Sole
53.59K
Shared
0.00
None
12.96K

BUILDERS FIRSTSOURCE INC

SOLE
COM
Shares98.20K
TypeSH
Market value$8.09M
4.02%
Sole
80.44K
Shared
0.00
None
17.76K

ARDAGH METAL PACKAGING S A

SOLE
SHS
Shares1.88M
TypeSH
Market value$7.61M
3.78%
Sole
1.51M
Shared
0.00
None
366.81K

CAMECO CORP

SOLE
COM
Shares42.42K
TypeSH
Market value$4.61M
2.29%
Sole
33.31K
Shared
0.00
None
9.12K

FRONTIER GROUP HLDGS INC

SOLE
COM
Shares953.38K
TypeSH
Market value$3.37M
1.67%
Sole
747.18K
Shared
0.00
None
206.19K