Portfolio (Quarterly) Guide ↗

Mountaineer Partners Management, LLC

· CIK 0001730532

13F Portfolio $179M AUM 34 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 5 Added 9 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ECG	EVERUS CONSTR GROUP	Industrials	169,844	$14.6M	8.47%	SOLD
2	ENTG	ENTEGRIS INC	Technology	123,234	$11.4M	6.63%	SOLD
3	VSH	VISHAY INTERTECHNOLOGY INC	Technology	742,177	$11.4M	6.60%	SOLD
4	UEC	URANIUM ENERGY CORP	Energy	320,952	$4.3M	2.49%	SOLD

Sector Allocation

Basic Materials 53.3%

Industrials 29.8%

Consumer Cyclical 9.1%

Energy 7.7%