Q4 2021 Holdings
Filed 2022-02-14 | 10 holdings | $358.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Huntsman Corp(HUN) | COM | 447011107 | $60.3K | 1,728,173 | 16.8% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $52.8K | 1,863,151 | 14.8% |
| Eastman Chem Co(EMN) | COM | 277432100 | $50.5K | 417,378 | 14.1% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $48.4K | 1,091,072 | 13.5% |
| Avnet Inc(AVT) | COM | 053807103 | $37.5K | 909,935 | 10.5% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $35.9K | 1,683,045 | 10.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $31.7K | 173,397 | 8.9% |
| Timken Co(TKR) | COM | 887389104 | $26.9K | 388,499 | 7.5% |
| O-I Glass Inc(OI) | COM | 67098H104 | $7.9K | 655,000 | 2.2% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $6.1K | 242,000 | 1.7% |