Q3 2024 Holdings
Filed 2024-11-13 | 8 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $541.9M | 6,312,454 | 52.2% |
| International Paper Co(IP) | COM | 460146103 | $166.1M | 3,400,000 | 16.0% |
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $153.2M | 15,320,000 | 14.7% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $58.6M | 365,000 | 5.6% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $56.0M | 260,000 | 5.4% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $32.7M | 900,000 | 3.1% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $21.3M | 3,150,000 | 2.1% |
| Aptargroup Inc(ATR) | COM | 038336103 | $8.8M | 55,000 | 0.8% |