Mark Lee
Mountaineer Partners Management, Llc
Assets Managed
$201.324M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
12.65%(2Q avg: 8.3%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Mountaineer Partners Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.
Assets under management
The assets under management (AUM) of Mountaineer Partners Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 201.324M in assets, with a quarterly growth rate of 12.65% and a 2-quarter average growth rate of 8.3%. The portfolio is managed by Mark Lee, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CENX Century Aluminum Company
| 17.03% | $34.275M 583,997 shares@ $58.7 avg price | Decreased -4.02% |
CSTM Constellium Se
| 8.04% | $16.186M 658,490 shares@ $24.59 avg price | Decreased -3.37% |
AA Alcoa Corp
| 7.7% | $15.5M 233,687 shares@ $66.34 avg price | Decreased -3.43% |
HBM Hudbay Minerals Inc
| 7.33% | $14.756M 706,040 shares@ $20.91 avg price | Decreased -10.31% |
FCX Freeport-mcmoran Inc
| 7.04% | $14.164M 240,973 shares@ $58.79 avg price | Decreased -9.51% |
CRS Carpenter Technology
| 7.04% | $14.161M 35,929 shares@ $394.15 avg price | Decreased -2.07% |
SXT Sensient Technologies Corp
| 6.73% | $13.535M 156,584 shares@ $86.45 avg price | Increased 33.73% |
ATI Ati Inc
| 6.64% | $13.351M 91,784 shares@ $145.47 avg price | Decreased -28.79% |
KEX Kirby Corp
| 5.88% | $11.829M 89,017 shares@ $132.89 avg price | Increased 1.8% |
SARO Standardaero Inc
| 5.23% | $10.524M 407,435 shares@ $25.83 avg price | Increased 10.87% |
1-10 of 16