Q2 2022 Holdings
Filed 2022-08-09 | 5 holdings | $277.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $206.3K | 6,312,454 | 74.4% |
| International Paper Co(IP) | COM | 460146103 | $34.5K | 825,000 | 12.5% |
| Pilgrims Pride Corp(PPC) | COM | 72147K108 | $32.0K | 1,025,000 | 11.6% |
| Horizon Global Corp | COM | 44052W104 | $4.0K | 2,473,904 | 1.5% |
| Treehouse Foods Inc(THS) | COM | 89469A104 | $272 | 6,500 | 0.1% |