Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTERNATIONAL PAPER CO(IP) | 2,000,000 | 2,600,000 | +600,000 | 63,620 | 92,222 | 15.23% | +28,602 |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 255,339 | 277,369 | 45.81% | +22,030 |
| PACKAGING CORP AMER(PKG) | 390,000 | 460,000 | +70,000 | 51,542 | 70,633 | 11.67% | +19,091 |
| TYSON FOODS INC(TSN) | 0 | 250,000 | +250,000 | 0 | 12,623 | 2.08% | +12,623 |
| CAL MAINE FOODS INC(CALM) | 0 | 200,000 | +200,000 | 0 | 9,684 | 1.60% | +9,684 |
| MERCER INTL INC | 3,150,000 | 3,150,000 | 0 | 25,421 | 27,027 | 4.46% | +1,607 |
| LL FLOORING HOLDINGS INC | 380,000 | 380,000 | 0 | 1,455 | 1,205 | 0.20% | -251 |
| DARLING INGREDIENTS INC(DAR) | 200,000 | 200,000 | 0 | 12,758 | 10,440 | 1.72% | -2,318 |
| SUZANO S A(SUZ) | 1,500,000 | 1,050,000 | -450,000 | 13,830 | 11,288 | 1.86% | -2,542 |
| PILGRIMS PRIDE CORP(PPC) | 955,000 | 780,000 | -175,000 | 20,523 | 17,807 | 2.94% | -2,716 |
| WESTROCK CO | 2,700,000 | 2,100,000 | -600,000 | 78,489 | 75,180 | 12.42% | -3,309 |