Q1 2022 Holdings
Filed 2022-05-16 | 11 holdings | $309.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Westrock Co(WRKUSD) | COM | 96145D105 | $45.0K | 957,808 | 14.5% |
| Huntsman Corp(HUN) | COM | 447011107 | $41.7K | 1,111,621 | 13.5% |
| Eastman Chem Co(EMN) | COM | 277432100 | $35.2K | 313,917 | 11.4% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $34.6K | 1,076,245 | 11.2% |
| Timken Co(TKR) | COM | 887389104 | $31.2K | 513,218 | 10.1% |
| Avnet Inc(AVT) | COM | 053807103 | $30.8K | 758,523 | 9.9% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $27.1K | 1,897,391 | 8.8% |
| Lear Corp(LEA) | COM | 521865204 | $25.9K | 181,766 | 8.4% |
| Ralph Lauren Corp(RL) | COM | 751212101 | $25.5K | 224,731 | 8.2% |
| O-I Glass Inc(OI) | COM | 67098H104 | $8.6K | 655,000 | 2.8% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $4.1K | 180,000 | 1.3% |