Hedge Fund - Mountaineer Partners Management

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No. Security Ticker Shares Value Activity % Port History
1. CENX 1,407,831 $22,849,097 +6% 14.24%
2. VSH 1,102,278 $20,844,077 -46% 12.99%
3. FCX 239,045 $11,933,126 -3% 7.44%
4. ENTG 98,148 $11,044,594 +46% 6.88%
5. BLDR 55,875 $10,831,927 NEW 6.75%