Q3 2021 Holdings
Filed 2021-11-15 | 11 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $5.2M | 100,000 | 94.6% |
| Huntsman Corp(HUN) | COM | 447011107 | $55.4K | 1,872,035 | 1.0% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $48.9K | 2,050,786 | 0.9% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $46.9K | 940,875 | 0.9% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $31.4K | 1,776,180 | 0.6% |
| Lear Corp(LEA) | COM NEW | 521865204 | $30.8K | 197,111 | 0.6% |
| Avnet Inc(AVT) | COM | 053807103 | $30.4K | 820,945 | 0.6% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $26.3K | 432,609 | 0.5% |
| Eastman Chem Co(EMN) | COM | 277432100 | $10.1K | 100,000 | 0.2% |
| O-I Glass Inc(OI) | COM | 67098H104 | $9.3K | 655,000 | 0.2% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $3.0K | 110,000 | 0.1% |