Q2 2025 Holdings
Filed 2025-08-13 | 15 holdings | $858.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sylvamo Corp(SLVM) | COMMON STOCK | 871332102 | $316.3M | 6,312,454 | 36.8% |
| Suzano S A(SUZ) | SPON ADS | 86959K105 | $163.0M | 17,320,000 | 19.0% |
| International Paper Co(IP) | COM | 460146103 | $149.9M | 3,200,000 | 17.4% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $100.8M | 535,000 | 11.7% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $63.7M | 608,000 | 7.4% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $30.4M | 980,000 | 3.5% |
| The ODP Corp(ODP1) | COM | 88337F105 | $14.2M | 785,213 | 1.7% |
| Mercer Intl Inc(MERC) | COM | 588056101 | $11.0M | 3,150,000 | 1.3% |
| American Woodmark Corporatio(AMWD) | COM | 030506109 | $9.4M | 177,000 | 1.1% |