Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Emerging Variant Capital Management LP

Industry Market Value
Percent
13 - Oil And Gas Extraction 10,980,000 4.13
14 - Mining And Quarrying Of Nonmetallic Minerals, Except Fuels 50,430,000 18.99
32 - Stone, Clay, Glass, And Concrete Products 6,780,000 2.55
33 - Primary Metal Industries 87,040,000 32.77
37 - Transportation Equipment 17,750,000 6.68
45 - Transportation By Air 17,970,000 6.77
47 - Transportation Services 9,790,000 3.69
48 - Communications 9,370,000 3.53
60 - Depository Institutions 16,690,000 6.28
82 - Educational Services 15,710,000 5.91
Industry Not Reported 23,090,000 8.69
Total 265,600,000 100.00