Q4 2023 Holdings
Filed 2024-02-12 | 10 holdings | $580.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $310.0M | 6,312,454 | 53.4% |
| International Paper Co(IP) | COM | 460146103 | $104.8M | 2,900,000 | 18.1% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $59.5M | 365,000 | 10.2% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $29.9M | 3,150,000 | 5.1% |
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $27.5M | 2,420,000 | 4.7% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $18.8M | 350,000 | 3.2% |
| CAL Maine Foods Inc(CALM) | COM NEW | 128030202 | $17.2M | 300,000 | 3.0% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $10.0M | 200,000 | 1.7% |
| LL Flooring Holdings Inc | COM | 55003T107 | $1.5M | 380,000 | 0.3% |
| Aptargroup Inc(ATR) | COM | 038336103 | $1.2M | 10,000 | 0.2% |