Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Sylvamo Corporation(SLVM) | 6,312,454 | 6,312,454 | 0 | $423.38M | $316.25M | 36.83% | -$107.12M |
| Suzano S.A.ADS(SUZ) | 17,320,000 | 17,320,000 | 0 | $160.90M | $162.98M | 18.98% | +$2.08M |
| International Paper Company(IP) | 3,200,000 | 3,200,000 | 0 | $170.72M | $149.86M | 17.45% | -$20.86M |
| Packaging Corporation of America(PKG) | 335,000 | 535,000 | +200,000 | $66.34M | $100.82M | 11.74% | +$34.48M |
| Mohawk Industries, Inc.(MHK) | 475,000 | 608,000 | +133,000 | $54.24M | $63.74M | 7.42% | +$9.51M |
| SunCar Technology Group Inc.(SDA) | 570,000 | 980,000 | +410,000 | $16.47M | $30.41M | 3.54% | +$13.94M |
| The Odp Corp | 785,213 | 785,213 | 0 | $11.25M | $14.24M | 1.66% | +$2.98M |
| Mercer International Inc.(MERC) | 3,150,000 | 3,150,000 | 0 | $19.37M | $11.03M | 1.28% | -$8.35M |
| American Woodmark Corporatio | 177,000 | 177,000 | 0 | $10.41M | $9.45M | 1.10% | -$966.4K |