Q1 2024 Holdings
Filed 2024-05-14 | 7 holdings | $739.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $389.7M | 6,312,454 | 52.7% |
| International Paper Co(IP) | COM | 460146103 | $142.4M | 3,650,000 | 19.2% |
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $91.0M | 7,120,000 | 12.3% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $61.7M | 325,000 | 8.3% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $31.3M | 3,150,000 | 4.2% |
| Aptargroup Inc(ATR) | COM | 038336103 | $23.0M | 160,000 | 3.1% |
| LL Flooring Holdings Inc(LLFLQ) | COM | 55003T107 | $695.4K | 380,000 | 0.1% |