Q4 2020 Holdings
Filed 2021-02-16 | 10 holdings | $299.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Grace W R & Co del New | COM | 38388F108 | $56.8K | 1,035,474 | 19.0% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $44.0K | 1,010,619 | 14.7% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $35.1K | 337,910 | 11.7% |
| Univar Solutions USA Inc(UNVREUR) | COM | 91336L107 | $34.5K | 1,813,434 | 11.5% |
| Edgewell Pers Care Co(EPC) | COM | 28035Q102 | $32.1K | 928,182 | 10.7% |
| O-I Glass Inc(OI) | COM | 67098H104 | $31.9K | 2,676,454 | 10.6% |
| Lear Corp(LEA) | COM NEW | 521865204 | $27.8K | 174,905 | 9.3% |
| Avnet Inc(AVT) | COM | 053807103 | $24.0K | 683,333 | 8.0% |
| Eastman Chem Co(EMN) | COM | 277432100 | $10.0K | 100,000 | 3.3% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $3.4K | 135,000 | 1.1% |