Q4 2024 Holdings
Filed 2025-02-14 | 15 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $498.8M | 6,312,454 | 47.1% |
| International Paper Co(IP) | COM | 460146103 | $180.3M | 3,350,000 | 17.0% |
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $175.3M | 17,320,000 | 16.5% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $63.0M | 280,000 | 6.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $48.2M | 405,000 | 4.6% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $25.7M | 760,000 | 2.4% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $20.5M | 3,150,000 | 1.9% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $20.4M | 305,000 | 1.9% |
| The ODP Corp(ODP1) | COM | 88337F105 | $17.9M | 785,213 | 1.7% |
| American Woodmark Corporatio(AMWD) | COM | 030506109 | $9.1M | 114,000 | 0.9% |