Q1 2022 Holdings
Filed 2022-05-13 | 6 holdings | $216.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verso Corp | CL A | 92531L207 | $72.9K | 2,700,646 | 33.6% |
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $72.6K | 2,180,454 | 33.5% |
| International Paper Co(IP) | COM | 460146103 | $35.8K | 775,000 | 16.5% |
| Pilgrims Pride Corp(PPC) | COM | 72147K108 | $21.3K | 850,000 | 9.8% |
| Horizon Global Corp | COM | 44052W104 | $14.1K | 2,473,904 | 6.5% |
| Treehouse Foods Inc(THS) | COM | 89469A104 | $210 | 6,500 | 0.1% |