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	$41,570 27.82% of portfolio	-	3	-	-	0 Calls 0 Puts
Copper \| Basic Materials HBM FCX 2 stocks	$26,016 17.41% of portfolio	1	1	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ATI CRS 2 stocks	$21,744 14.55% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ENTG 1 stocks	$11,394 7.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology VSH 1 stocks	$11,355 7.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy NXE UEC 2 stocks	$9,333 6.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$7,367 4.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical AMBP 1 stocks	$6,138 4.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials KEX 1 stocks	$5,460 3.65% of portfolio	-	-	-	-	0 Calls 0 Puts

Residential Construction \| Consumer Cyclical DHI 1 stocks	$4,724 3.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy SJT 1 stocks	$4,343 2.91% of portfolio	-	-	-	-	0 Calls 0 Puts

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