Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MOHAWK INDS INC(MHK) | 405,000 | 475,000 | +70,000 | 48,248 | 54,236 | 5.81% | +5,988 |
| PACKAGING CORP AMER(PKG) | 280,000 | 335,000 | +55,000 | 63,036 | 66,337 | 7.11% | +3,300 |
| AMERICAN WOODMARK CORPORATIO | 114,000 | 177,000 | +63,000 | 9,066 | 10,413 | 1.12% | +1,346 |
| MERCER INTL INC | 3,150,000 | 3,150,000 | 0 | 20,475 | 19,373 | 2.08% | -1,103 |
| THE ODP CORP | 785,213 | 785,213 | 0 | 17,856 | 11,252 | 1.21% | -6,604 |
| SEALED AIR CORP NEW | 760,000 | 570,000 | -190,000 | 25,711 | 16,473 | 1.77% | -9,238 |
| INTERNATIONAL PAPER CO(IP) | 3,350,000 | 3,200,000 | -150,000 | 180,297 | 170,720 | 18.30% | -9,577 |
| SUZANO S A(SUZ) | 17,320,000 | 17,320,000 | 0 | 175,278 | 160,903 | 17.24% | -14,376 |
| LAMB WESTON HLDGS INC(LW) | 305,000 | 0 | -305,000 | 20,383 | 0 | — | -20,383 |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 498,810 | 423,376 | 45.37% | -75,434 |