Q3 2023 Holdings
Filed 2023-11-13 | 11 holdings | $605.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $277.4M | 6,312,454 | 45.8% |
| International Paper Co(IP) | COM | 460146103 | $92.2M | 2,600,000 | 15.2% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $75.2M | 2,100,000 | 12.4% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $70.6M | 460,000 | 11.7% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $27.0M | 3,150,000 | 4.5% |
| Pilgrims Pride Corp(PPC) | COM | 72147K108 | $17.8M | 780,000 | 2.9% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $12.6M | 250,000 | 2.1% |
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $11.3M | 1,050,000 | 1.9% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $10.4M | 200,000 | 1.7% |
| CAL Maine Foods Inc(CALM) | COM NEW | 128030202 | $9.7M | 200,000 | 1.6% |
| LL Flooring Holdings Inc | COM | 55003T107 | $1.2M | 380,000 | 0.2% |