Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Sylvamo Corporation(SLVM) | 6,312,454 | 6,312,454 | 0 | $389.73M | $433.03M | 57.38% | +$43.30M |
| International Paper Company(IP) | 3,650,000 | 3,650,000 | 0 | $142.42M | $157.50M | 20.87% | +$15.07M |
| Suzano S.A.ADS(SUZ) | 7,120,000 | 12,320,000 | +5,200,000 | $90.99M | $126.53M | 16.77% | +$35.53M |
| Mercer International Inc.(MERC) | 3,150,000 | 3,150,000 | 0 | $31.34M | $26.90M | 3.56% | -$4.44M |
| Packaging Corporation of America(PKG) | 325,000 | 40,000 | -285,000 | $61.68M | $7.30M | 0.97% | -$54.38M |
| Aptargroup Inc | 160,000 | 20,000 | -140,000 | $23.02M | $2.82M | 0.37% | -$20.21M |
| Ll Flooring Holdings Inc | 380,000 | 380,000 | 0 | $695.4K | $543.5K | 0.07% | -$151.9K |