Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 433,034 | 541,924 | 52.17% | +108,890 |
| MOHAWK INDS INC(MHK) | 0 | 365,000 | +365,000 | 0 | 58,648 | 5.65% | +58,648 |
| PACKAGING CORP AMER(PKG) | 40,000 | 260,000 | +220,000 | 7,302 | 56,004 | 5.39% | +48,702 |
| SEALED AIR CORP NEW(SDA) | 0 | 900,000 | +900,000 | 0 | 32,670 | 3.15% | +32,670 |
| SUZANO S A(SUZ) | 12,320,000 | 15,320,000 | +3,000,000 | 126,526 | 153,200 | 14.75% | +26,674 |
| INTERNATIONAL PAPER CO(IP) | 3,650,000 | 3,400,000 | -250,000 | 157,498 | 166,090 | 15.99% | +8,593 |
| APTARGROUP INC | 20,000 | 55,000 | +35,000 | 2,816 | 8,810 | 0.85% | +5,994 |
| LL FLOORING HOLDINGS INC | 380,000 | 0 | -380,000 | 543 | 0 | — | -543 |
| MERCER INTL INC(MERC) | 3,150,000 | 3,150,000 | 0 | 26,901 | 21,326 | 2.05% | -5,575 |