13F Filings History of Mountaineer Partners Management, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$171,947,303
Signature - Title
Mark Lee - Managing Member
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Mountaineer Partners Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mountaineer Partners Management, LLC reported 18 stock holdings with total value $171,947,303 as of Q3 2025. Top holdings included CENX, ECG, HBM, CSTM, and ATI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 18 $171,947,303 +$12,542,207 -$7,909,901 +$4,632,306 CENX, ECG, HBM, CSTM, ATI 13F-HR 14 Nov 2025, 12:35
Q2 2025 16 $151,297,849 +$40,251,866 -$13,563,614 +$26,688,252 ECG, CENX, HBM, VSH, CSTM 13F-HR 14 Aug 2025, 11:08
Q1 2025 14 $104,502,140 +$6,097,728 -$27,204,831 -$21,107,103 CENX, VSH, FCX, ATI, HBM 13F-HR 15 May 2025, 11:58
Q4 2024 17 $136,560,710 +$20,147,395 -$27,978,839 -$7,831,444 CENX, ECG, ATI, ENTG, AA 13F-HR 13 Feb 2025, 18:33
Q3 2024 15 $160,375,644 +$36,431,150 -$59,010,945 -$22,579,795 CENX, VSH, FCX, ENTG, BLDR Restatement 15 Nov 2024, 13:52
Q2 2024 16 $192,179,634 +$2,355,553 -$25,475,292 -$23,119,739 VSH, CENX, FCX, ATI, FANG 13F-HR 14 Aug 2024, 09:49
Q1 2024 16 $216,607,938 +$17,921,065 -$14,676,964 +$3,244,101 VSH, CENX, MTRN, FCX, FANG 13F-HR 15 May 2024, 09:11
Q4 2023 14 $196,762,946 +$31,317,499 -$6,798,412 +$24,519,087 VSH, CENX, ENTG, MTRN, FCX 13F-HR 14 Feb 2024, 09:35
Q3 2023 14 $156,024,308 +$10,700,377 -$22,249,971 -$11,549,594 VSH, CENX, ENTG, CSTM, FANG 13F-HR 14 Nov 2023, 11:17
Q2 2023 14 $181,282,804 +$40,751,695 -$11,079,770 +$29,671,925 VSH, CENX, ENTG, EXP, ATI 13F-HR 11 Aug 2023, 18:36
Q1 2023 13 $137,624,533 +$63,083,224 -$34,240,395 +$28,842,829 VSH, CENX, SPR, FCX, SBRA 13F-HR 12 May 2023, 18:19
Q4 2022 9 $105,326,403 +$38,126,384 -$26,173,387 +$11,952,997 VSH, HAL, DRS, VLO, FCX 13F-HR 13 Feb 2023, 18:15
Q3 2022 9 $79,148,000 +$2,919,000 -$20,884,461 -$17,965,461 VSH, VNOM, HAL, ATI, PUMP 13F-HR 10 Nov 2022, 19:41
Q2 2022 10 $99,359,000 +$3,423,587 -$59,055,231 -$55,631,644 VSH, VNOM, KEX, HAL, ATSG 13F-HR 12 Aug 2022, 18:46
Q1 2022 14 $172,815,000 +$58,459,851 -$79,176,617 -$20,716,766 VSH, VNOM, AA, CENX, KEX 13F-HR 13 May 2022, 19:14
Q4 2021 16 $177,276,000 +$38,089,739 -$22,759,209 +$15,330,530 VSH, EXP, OLN, VNOM, CF 13F-HR 11 Feb 2022, 19:05
Q3 2021 16 $153,125,000 +$60,969,363 -$37,911,437 +$23,057,926 VSH, VNOM, SPR, OLN, CSTM 13F-HR 12 Nov 2021, 18:19
Q2 2021 14 $137,335,000 +$46,528,397 -$56,039,682 -$9,511,285 SPR, EXP, CSTM, CAL, OLN 13F-HR 13 Aug 2021, 19:27
Q1 2021 15 $142,741,000 +$42,007,861 -$47,208,570 -$5,200,709 CSTM, CAL, BWXT, VSH, MIDD 13F-HR 14 May 2021, 16:21
Q4 2020 17 $139,355,000 +$56,435,979 -$55,314,401 +$1,121,578 CSTM, BLDR, VSH, BHC, PCG 13F-HR 12 Feb 2021, 13:55
Q3 2020 16 $115,788,000 +$31,711,635 -$2,916,192 +$28,795,443 CWEN, BLDR, OSB, DHI, MGP 13F-HR 13 Nov 2020, 14:33
Q2 2020 13 $74,474,000 +$21,669,156 -$31,259,189 -$9,590,033 CWEN, OSB, PCG, DHI, BLDR 13F-HR 13 Aug 2020, 15:44
Q1 2020 16 $70,288,000 +$30,584,708 -$22,593,154 +$7,991,554 CWEN, PCG, MGP, BWXT, BA 13F-HR 14 May 2020, 14:21
Q4 2019 13 $89,823,000 +$25,872,693 -$31,368,083 -$5,495,390 CWEN, BWXT, VSH, CSTM, BLDR 13F-HR 13 Feb 2020, 13:07
Q3 2019 12 $87,280,000 +$6,029,000 -$55,922,702 -$49,893,702 BWXT, CWEN, CSTM, WLH, VSH 13F-HR 13 Nov 2019, 15:26
Q2 2019 13 $132,741,000 +$24,928,369 -$17,508,873 +$7,419,496 BWXT, CWEN, ATI, VSH, CSTM 13F-HR 13 Aug 2019, 13:38
Q1 2019 13 $117,176,000 +$17,467,918 -$33,295,465 -$15,827,547 BWXT, VSH, ATI, CWEN, FUN 13F-HR 14 May 2019, 16:00
Q4 2018 14 $117,581,000 $0 $0 $0 NGVT, BWXT, VSH, ATI, DAL 13F-HR 14 Feb 2019, 10:58