Q3 2022 Holdings
Filed 2022-11-14 | 7 holdings | $339.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $214.0K | 6,312,454 | 63.0% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $48.3K | 430,000 | 14.2% |
| International Paper Co(IP) | COM | 460146103 | $44.4K | 1,400,000 | 13.1% |
| Pilgrims Pride Corp(PPC) | COM | 72147K108 | $20.7K | 900,000 | 6.1% |
| LL Flooring Holdings Inc(LLFLQ) | COM | 55003T107 | $7.0K | 1,010,000 | 2.1% |
| Horizon Global Corp | COM | 44052W104 | $3.0K | 2,473,904 | 0.9% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $2.5K | 200,000 | 0.7% |