Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 389,731 | 433,034 | 57.38% | +43,303 |
| SUZANO S A(SUZ) | 7,120,000 | 12,320,000 | +5,200,000 | 90,994 | 126,526 | 16.77% | +35,533 |
| INTERNATIONAL PAPER CO(IP) | 3,650,000 | 3,650,000 | 0 | 142,423 | 157,498 | 20.87% | +15,075 |
| LL FLOORING HOLDINGS INC | 380,000 | 380,000 | 0 | 695 | 543 | 0.07% | -152 |
| MERCER INTL INC | 3,150,000 | 3,150,000 | 0 | 31,343 | 26,901 | 3.56% | -4,441 |
| APTARGROUP INC | 160,000 | 20,000 | -140,000 | 23,022 | 2,816 | 0.37% | -20,206 |
| PACKAGING CORP AMER(PKG) | 325,000 | 40,000 | -285,000 | 61,679 | 7,302 | 0.97% | -54,376 |