Q4 2021 Holdings
Filed 2022-03-11 | 7 holdings | $225.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verso Corp | CL A | 92531L207 | $74.4K | 2,700,646 | 33.0% |
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $49.5K | 1,720,454 | 22.0% |
| International Paper Co(IP) | COM | 460146103 | $36.2K | 775,000 | 16.1% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $25.9K | 300,000 | 11.5% |
| Horizon Global Corp | COM | 44052W104 | $20.0K | 2,473,904 | 8.9% |
| Donnelley R R & Sons Co(RRDEUR) | COM | 257867200 | $19.0K | 1,781,947 | 8.4% |
| Treehouse Foods Inc(THS) | COM | 89469A104 | $260 | 6,500 | 0.1% |