Q2 2022 Holdings
Filed 2022-08-15 | 11 holdings | $263.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Westrock Co(WRKUSD) | COM | 96145D105 | $39.9K | 1,000,635 | 15.1% |
| Avnet Inc(AVT) | COM | 053807103 | $37.6K | 875,950 | 14.2% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $33.2K | 370,875 | 12.6% |
| Timken Co(TKR) | COM | 887389104 | $32.4K | 611,340 | 12.3% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $29.7K | 1,193,118 | 11.2% |
| Eastman Chem Co(EMN) | COM | 277432100 | $29.2K | 324,807 | 11.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $22.0K | 174,668 | 8.3% |
| Huntsman Corp(HUN) | COM | 447011107 | $17.8K | 628,313 | 6.7% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $11.0K | 1,027,172 | 4.2% |
| O-I Glass Inc(OI) | COM | 67098H104 | $9.2K | 655,000 | 3.5% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $2.0K | 100,000 | 0.8% |