Mountaineer Partners Management, LLC holds a focused book of 16 stocks worth $201.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Harmony Gold MNG-Spon ADR and trimmed Century Aluminum Company. Their largest long position is Century Aluminum Company at 17% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mountaineer Partners Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 18 / 16 | $21.8B |
| FMR LLC | 18 / 16 | $7.6B |
| Bank Of America Corp | 18 / 16 | $4.5B |
| Morgan Stanley | 18 / 16 | $4.1B |
| Royal Bank Of Canada | 18 / 16 | $1.8B |
| UBS Group AG | 18 / 16 | $1.6B |
| Wells Fargo & Company | 18 / 16 | $585.1M |
| Citigroup Inc | 18 / 16 | $573.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Mountaineer Partners Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Century Alum Co COM | $34.3M | 584.0K | 17.0% | ▼−4.0% Reduced · −24K sh | |
| 2 | Constellium SE CL A SHS | $16.2M | 658.5K | 8.0% | ▼−3.4% Reduced · −23K sh | |
| 3 | Alcoa Corp COM | $15.5M | 233.7K | 7.7% | ▼−3.4% Reduced · −8K sh | |
| 4 | Hudbay Minerals Inc COM | $14.8M | 706.0K | 7.3% | ▼−10% Reduced · −81K sh | |
| 5 | Freeport McMoran Inc CL B | $14.2M | 241.0K | 7.0% | ▼−9.5% Reduced · −25K sh | |
| 6 | Carpenter Technology Corp COM | $14.2M | 35.9K | 7.0% | ▼−2.1% Reduced · −761 sh | |
| 7 | Sensient Technologies Corp COM | $13.5M | 156.6K | 6.7% | ▲+34% Added · +39K sh | |
| 8 | Ati Inc COM | $13.4M | 91.8K | 6.6% | ▼−29% Reduced · −37K sh | |
| 9 | Kirby Corp COM | $11.8M | 89.0K | 5.9% | ▲+1.8% Added · +2K sh | |
| 10 | Standardaero Inc COM | $10.5M | 407.4K | 5.2% | ▲+11% Added · +40K sh | |
| 11 | Harmony Gold MNG Ltd SPONSORED ADR | $10.2M | 666.7K | 5.1% | ▲New New position | |
| 12 | D R Horton Inc COM | $9.1M | 66.5K | 4.5% | ▲+2.4% Added · +2K sh | |
| 13 | Builders Firstsource Inc COM | $8.1M | 98.2K | 4.0% | ▲+4.4% Added · +4K sh | |
| 14 | Ardagh Metal Packaging S A SHS | $7.6M | 1.88M | 3.8% | ▲+28% Added · +409K sh | |
| 15 | Cameco Corp COM | $4.6M | 42.4K | 2.3% | —Held | |
| 16 | Frontier Group Hldgs Inc COM | $3.4M | 953.4K | 1.7% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730532/holdings"
Use Arkolith to show Mountaineer Partners Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.