Mountaineer Partners Management, LLC Portfolio Holdings by Sector

Mountaineer Partners Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology VSH 1 stocks	$45,352 23.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials CENX AA CSTM 3 stocks	$42,274 22.0% of portfolio	1	2	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX HBM 2 stocks	$22,380 11.65% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy FANG SJT 2 stocks	$14,306 7.44% of portfolio	1	1	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ATI 1 stocks	$11,593 6.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MTRN 1 stocks	$10,342 5.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy STNG 1 stocks	$9,684 5.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials WFG 1 stocks	$9,419 4.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$9,143 4.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials OLN 1 stocks	$8,821 4.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy RIG 1 stocks	$4,823 2.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy NXE 1 stocks	$4,041 2.1% of portfolio	1	-	-	-	0 Calls 0 Puts

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