Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 310,005 | 389,731 | 52.67% | +79,726 |
| SUZANO S A(SUZ) | 2,420,000 | 7,120,000 | +4,700,000 | 27,491 | 90,994 | 12.30% | +63,502 |
| INTERNATIONAL PAPER CO(IP) | 2,900,000 | 3,650,000 | +750,000 | 104,835 | 142,423 | 19.25% | +37,588 |
| APTARGROUP INC | 10,000 | 160,000 | +150,000 | 1,236 | 23,022 | 3.11% | +21,786 |
| PACKAGING CORP AMER(PKG) | 365,000 | 325,000 | -40,000 | 59,462 | 61,679 | 8.34% | +2,216 |
| MERCER INTL INC | 3,150,000 | 3,150,000 | 0 | 29,862 | 31,343 | 4.24% | +1,481 |
| LL FLOORING HOLDINGS INC | 380,000 | 380,000 | 0 | 1,482 | 695 | 0.09% | -787 |
| DARLING INGREDIENTS INC(DAR) | 200,000 | 0 | -200,000 | 9,968 | 0 | — | -9,968 |
| CAL MAINE FOODS INC(CALM) | 300,000 | 0 | -300,000 | 17,217 | 0 | — | -17,217 |
| TYSON FOODS INC(TSN) | 350,000 | 0 | -350,000 | 18,813 | 0 | — | -18,812 |