Q2 2023 Holdings
Filed 2023-08-14 | 9 holdings | $523.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $255.3M | 6,312,454 | 48.8% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $78.5M | 2,700,000 | 15.0% |
| International Paper Co(IP) | COM | 460146103 | $63.6M | 2,000,000 | 12.2% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $51.5M | 390,000 | 9.9% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $25.4M | 3,150,000 | 4.9% |
| Pilgrims Pride Corp(PPC) | COM | 72147K108 | $20.5M | 955,000 | 3.9% |
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $13.8M | 1,500,000 | 2.6% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $12.8M | 200,000 | 2.4% |
| LL Flooring Holdings Inc(LLFLQ) | COM | 55003T107 | $1.5M | 380,000 | 0.3% |