Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PACKAGING CORP AMER(PKG) | 335,000 | 535,000 | +200,000 | 66,337 | 100,821 | 11.74% | +34,484 |
| SEALED AIR CORP NEW | 570,000 | 980,000 | +410,000 | 16,473 | 30,409 | 3.54% | +13,936 |
| MOHAWK INDS INC(MHK) | 475,000 | 608,000 | +133,000 | 54,236 | 63,743 | 7.42% | +9,507 |
| THE ODP CORP | 785,213 | 785,213 | 0 | 11,252 | 14,236 | 1.66% | +2,984 |
| SUZANO S A(SUZ) | 17,320,000 | 17,320,000 | 0 | 160,903 | 162,981 | 18.98% | +2,078 |
| AMERICAN WOODMARK CORPORATIO | 177,000 | 177,000 | 0 | 10,413 | 9,446 | 1.10% | -966 |
| MERCER INTL INC | 3,150,000 | 3,150,000 | 0 | 19,373 | 11,025 | 1.28% | -8,347 |
| INTERNATIONAL PAPER CO(IP) | 3,200,000 | 3,200,000 | 0 | 170,720 | 149,856 | 17.45% | -20,864 |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 423,376 | 316,254 | 36.83% | -107,122 |