Mountaineer Partners Management, LLC
Mountaineer Partners Management, LLC is a hedge fund headquartered in New York, NY, United States. Founded in 2011 by Mark Lee, the firm specializes in value-oriented and event-driven strategies focused on equities and distressed debt. As of 2025, it manages over $180 million in assets and has four employees, serving a select client base of institutional and high-net-worth investors. The firm leverages deep analytical expertise to uncover market inefficiencies and capitalize on event-driven catalysts across public markets.
Investment Strategy
Mountaineer Partners Management applies a value-oriented and event-driven investment approach, mainly targeting equities and distressed debt. The firm focuses on securities where fundamental catalysts—such as spin-offs, restructurings, or other corporate events—may not be fully appreciated by the market. By strategically selecting positions based on unrecognized opportunities and inefficiencies, Mountaineer seeks to generate returns from both undervalued assets and event-driven scenarios. Their disciplined process is supported by rigorous fundamental analysis and deep expertise in credit and equity markets.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ECG | EVERUS CONSTR GROUP | 8.66% | $13.1M | 206,218 | $57.65 | $63.53 | +$4.7M |
C CENX | CENTURY ALUM CO | 8.40% | $12.7M | 705,150 | $10.08 | $18.02 | +$840.0K |
H HBM | HUDBAY MINERALS INC | 7.89% | $11.9M | 1,124,432 | $6.09 | $10.61 | +$3.1M |
V VSH | VISHAY INTERTECHNOLOGY INC | 7.79% | $11.8M | 742,505 | $18.62 | $15.88 | +$1.3M |
C CSTM | CONSTELLIUM SE | 7.43% | $11.2M | 845,682 | $13.57 | $13.30 | +$5.8M |