Mountaineer Partners Management, LLC
New York NY · SEC CIK 0001730532
$1.37亿2026Q2 申报市值
11持仓数
97.0%前十大占比 · 第一大 16.8%
1 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MIDD 新建仓+$1,161.69万
SARO 加仓+$170.97万
2026Q2 卖出最多 按季末市值估算
HBM 清仓-$1,475.62万
FCX 清仓-$1,416.44万
KEX 清仓-$1,182.86万
CRS 减仓-$927.42万
DHI 清仓-$913.08万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CENX | CENTURY ALUM CO | $2,315.72万 | 16.84% | 503,309 | -80,688 | -13.8% | -$371.25万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $1,624.06万 | 11.81% | 131,727 | -24,857 | -15.9% | -$306.46万 | 减仓 |
| CSTM | CONSTELLIUM SE | $1,536.55万 | 11.18% | 482,130 | -176,360 | -26.8% | -$562.06万 | 减仓 |
| SARO | STANDARDAERO INC | $1,389.60万 | 10.11% | 464,595 | 57,160 | 14.0% | $170.97万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,288.83万 | 9.37% | 20,894 | -15,035 | -41.8% | -$927.42万 | 减仓 |
| ATI | ATI INC | $1,190.86万 | 8.66% | 60,419 | -31,365 | -34.2% | -$618.20万 | 减仓 |
| MIDD | MIDDLEBY CORP | $1,161.69万 | 8.45% | 67,536 | 67,536 | — | $1,161.69万 | 新建仓 |
| AA | ALCOA CORP | $1,085.37万 | 7.89% | 208,165 | -25,522 | -10.9% | -$133.07万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $932.30万 | 6.78% | 612,949 | -53,786 | -8.1% | -$81.81万 | 减仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $816.34万 | 5.94% | 1,722,234 | -155,848 | -8.3% | -$73.87万 | 减仓 |
| CCJ | CAMECO CORP | $406.45万 | 2.96% | 39,903 | -2,521 | -5.9% | -$25.68万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -706,040 | -100.0% | -$1,475.62万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -240,973 | -100.0% | -$1,416.44万 | 清仓 |
| KEX | KIRBY CORP | $0 | 0.00% | 0 | -89,017 | -100.0% | -$1,182.86万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -66,541 | -100.0% | -$913.08万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -98,203 | -100.0% | -$808.51万 | 清仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $0 | 0.00% | 0 | -953,375 | -100.0% | -$336.54万 | 清仓 |