Q3 2022 Holdings
Filed 2022-11-14 | 10 holdings | $221.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $30.1K | 1,323,597 | 13.6% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $29.4K | 951,767 | 13.3% |
| Timken Co(TKR) | COM | 887389104 | $28.5K | 482,816 | 12.9% |
| Avnet Inc(AVT) | COM | 053807103 | $28.2K | 781,877 | 12.8% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $27.1K | 319,248 | 12.2% |
| Eastman Chem Co(EMN) | COM | 277432100 | $21.8K | 306,960 | 9.9% |
| Flowserve Corp(FLS) | COM | 34354P105 | $19.6K | 807,361 | 8.9% |
| Lear Corp(LEA) | COM NEW | 521865204 | $17.7K | 148,215 | 8.0% |
| Huntsman Corp(HUN) | COM | 447011107 | $10.4K | 421,969 | 4.7% |
| O-I Glass Inc(OI) | COM | 67098H104 | $8.5K | 655,000 | 3.8% |