Mountaineer Partners Management, LLC Portfolio Holdings by Sector

Mountaineer Partners Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Aluminum \| Basic Materials CENX AA CSTM 3 stocks	$42,586 28.28% of portfolio	-	3	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX HBM 2 stocks	$22,267 14.79% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology VSH 1 stocks	$20,844 13.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$11,049 7.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$10,830 7.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$9,714 6.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ATI 1 stocks	$9,410 6.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MTRN 1 stocks	$9,147 6.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy STNG 1 stocks	$8,371 5.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy NXE 1 stocks	$3,686 2.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy SJT 1 stocks	$2,660 1.77% of portfolio	-	1	-	-	0 Calls 0 Puts

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