Mountaineer Partners Management, LLC
New York NY · SEC CIK 0001730532
$2.01亿2026Q1 申报市值
16持仓数
78.6%前十大占比 · 第一大 17.0%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HMY 新建仓+$1,024.77万
SXT 加仓+$341.39万
AMBP 加仓+$165.48万
SARO 加仓+$103.16万
BLDR 加仓+$33.85万
2026Q1 卖出最多 按季末市值估算
ATI 减仓-$540.02万
NXE 清仓-$495.00万
SAN JUAN BASIN R 清仓-$411.58万
HBM 减仓-$169.72万
FCX 减仓-$149.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | -538,042 | -100.0% | -$495.00万 | 清仓 |
| — | SAN JUAN BASIN RTY TR | $0 | 0.00% | 0 | -732,351 | -100.0% | -$411.58万 | 清仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $336.54万 | 1.67% | 953,375 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $460.77万 | 2.29% | 42,424 | 0 | 0.0% | — | 不变 |
| AMBP | ARDAGH METAL PACKAGING S A | $760.62万 | 3.78% | 1,878,082 | 408,602 | 27.8% | $165.48万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $808.51万 | 4.02% | 98,203 | 4,112 | 4.4% | $33.85万 | 加仓 |
| DHI | D R HORTON INC | $913.08万 | 4.54% | 66,541 | 1,537 | 2.4% | $21.09万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $1,024.77万 | 5.09% | 666,735 | 666,735 | — | $1,024.77万 | 新建仓 |
| SARO | STANDARDAERO INC | $1,052.40万 | 5.23% | 407,435 | 39,937 | 10.9% | $103.16万 | 加仓 |
| KEX | KIRBY CORP | $1,182.86万 | 5.88% | 89,017 | 1,573 | 1.8% | $20.90万 | 加仓 |
| ATI | ATI INC | $1,335.09万 | 6.63% | 91,784 | -37,125 | -28.8% | -$540.02万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $1,353.51万 | 6.72% | 156,584 | 39,494 | 33.7% | $341.39万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,416.14万 | 7.03% | 35,929 | -761 | -2.1% | -$29.99万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,416.44万 | 7.04% | 240,973 | -25,354 | -9.5% | -$149.03万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $1,475.62万 | 7.33% | 706,040 | -81,207 | -10.3% | -$169.72万 | 减仓 |
| AA | ALCOA CORP | $1,550.05万 | 7.70% | 233,687 | -8,307 | -3.4% | -$55.10万 | 减仓 |
| CSTM | CONSTELLIUM SE | $1,618.57万 | 8.04% | 658,490 | -22,974 | -3.4% | -$56.47万 | 减仓 |
| CENX | CENTURY ALUM CO | $3,427.48万 | 17.02% | 583,997 | -24,478 | -4.0% | -$143.66万 | 减仓 |