Q2 2024 Holdings
Filed 2024-08-14 | 7 holdings | $754.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $433.0M | 6,312,454 | 57.4% |
| International Paper Co(IP) | COM | 460146103 | $157.5M | 3,650,000 | 20.9% |
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $126.5M | 12,320,000 | 16.8% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $26.9M | 3,150,000 | 3.6% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $7.3M | 40,000 | 1.0% |
| Aptargroup Inc(ATR) | COM | 038336103 | $2.8M | 20,000 | 0.4% |
| LL Flooring Holdings Inc | COM | 55003T107 | $543.5K | 380,000 | 0.1% |