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	$30,652 26.38% of portfolio	1	2	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX HBM 2 stocks	$18,345 15.79% of portfolio	1	1	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ATI 1 stocks	$10,054 8.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$9,892 8.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology VSH 1 stocks	$8,750 7.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$7,986 6.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MTRN 1 stocks	$7,884 6.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$7,132 6.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy STNG 1 stocks	$5,834 5.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Uranium \| Energy NXE 1 stocks	$3,725 3.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMBP 1 stocks	$3,183 2.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy SJT 1 stocks	$2,753 2.37% of portfolio	-	-	-	-	0 Calls 0 Puts

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