MPM

Mountaineer Partners Management’s Vulcan Materials VMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-52,000	Closed	-$7.71M	–	19
2020 Q4	$7.71M	Buy	52,000 +15,300	+42%	+$2.27M	5.53%	11
2020 Q3	$4.97M	Hold	36,700	–	–	4.3%	13
2020 Q2	$4.25M	Buy	+36,700	New	+$4.25M	5.71%	9