Q1 2023 Holdings
Filed 2023-05-12 | 7 holdings | $502.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $292.0M | 6,312,454 | 58.2% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $76.4M | 550,000 | 15.2% |
| International Paper Co(IP) | COM | 460146103 | $74.8M | 2,075,000 | 14.9% |
| Pilgrims Pride Corp(PPC) | COM | 72147K108 | $24.3M | 1,050,000 | 4.8% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $21.5M | 2,200,000 | 4.3% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $11.7M | 200,000 | 2.3% |
| LL Flooring Holdings Inc | COM | 55003T107 | $1.4M | 380,000 | 0.3% |