Q2 2021 Holdings
Filed 2021-08-16 | 9 holdings | $318.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Westrock Co(WRKUSD) | COM | 96145D105 | $59.5K | 1,117,924 | 18.7% |
| Huntsman Corp(HUN) | COM | 447011107 | $53.4K | 2,015,035 | 16.8% |
| Univar Solutions USA Inc(UNVREUR) | COM | 91336L107 | $49.4K | 2,024,601 | 15.5% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $42.4K | 650,109 | 13.3% |
| Avnet Inc(AVT) | COM | 053807103 | $31.8K | 793,945 | 10.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $31.7K | 180,611 | 9.9% |
| Edgewell Pers Care Co(EPC) | COM | 28035Q102 | $27.9K | 636,650 | 8.8% |
| Eastman Chem Co(EMN) | COM | 277432100 | $11.7K | 100,000 | 3.7% |
| O-I Glass Inc(OI) | COM | 67098H104 | $10.7K | 655,000 | 3.4% |