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 CSTM AA 3 stocks	$32,947 25.54% of portfolio	3	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials HBM FCX 2 stocks	$22,895 17.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS ATI 2 stocks	$21,667 16.8% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology VSH 1 stocks	$11,790 9.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$10,180 7.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials KEX 1 stocks	$7,420 5.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$7,288 5.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMBP 1 stocks	$6,584 5.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy SJT 1 stocks	$4,299 3.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Uranium \| Energy NXE 1 stocks	$3,917 3.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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