Mountaineer Partners Management’s Century Aluminum CENX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.3M	Sell	583,997 -24,478	-4%	-$1.23M	17.02%	1
2025 Q4	$23.8M	Sell	608,475 -52,568	-8%	-$1.64M	13.34%	1
2025 Q3	$19.4M	Sell	661,043 -44,107	-6%	-$1,000K	11.29%	1
2025 Q2	$12.7M	Buy	705,150 +65,777	+10%	+$1.12M	8.4%	2
2025 Q1	$11.9M	Sell	639,373 -8,472	-1%	-$163K	11.36%	1
2024 Q4	$11.8M	Sell	647,845 -759,986	-54%	-$14.9M	8.64%	1
2024 Q3	$22.8M	Buy	1,407,831 +69,373	+5%	+$1.05M	14.25%	1
2024 Q2	$22.4M	Sell	1,338,458 -803,645	-38%	-$13.7M	11.67%	2
2024 Q1	$33M	Sell	2,142,103 -128,702	-6%	-$1.45M	15.22%	2
2023 Q4	$27.6M	Buy	2,270,805 +234,937	+12%	+$1.84M	14.01%	2
2023 Q3	$14.6M	Buy	2,035,868 +38,525	+2%	+$310K	9.38%	2
2023 Q2	$17.4M	Buy	1,997,343 +894,142	+81%	+$7.77M	9.61%	2
2023 Q1	$11M	Buy	1,103,201 +139,883	+15%	+$1.45M	8.02%	2
2022 Q4	$7.88M	Buy	+963,318	New	+$7.28M	7.48%	6
2022 Q2	–	Sell	-546,641	Closed	-$14.4M	–	12
2022 Q1	$14.4M	Sell	546,641 -153,614	-22%	-$3.23M	8.32%	4
2021 Q4	$11.6M	Buy	+700,255	New	+$10.2M	6.54%	9