Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PACKAGING CORP AMER(PKG) | 535,000 | 685,000 | +150,000 | 100,821 | 149,282 | 17.38% | +48,461 |
| SEALED AIR CORP NEW(SDA) | 980,000 | 1,379,000 | +399,000 | 30,409 | 48,748 | 5.68% | +18,338 |
| THE ODP CORP | 785,213 | 785,213 | 0 | 14,236 | 21,868 | 2.55% | +7,632 |
| AMERICAN WOODMARK CORPORATIO | 177,000 | 195,000 | +18,000 | 9,446 | 13,018 | 1.52% | +3,572 |
| SUZANO S A(SUZ) | 17,320,000 | 17,320,000 | 0 | 162,981 | 162,808 | 18.96% | -173 |
| INTERNATIONAL PAPER CO(IP) | 3,200,000 | 3,200,000 | 0 | 149,856 | 148,480 | 17.29% | -1,376 |
| MERCER INTL INC(MERC) | 3,150,000 | 3,150,000 | 0 | 11,025 | 9,072 | 1.06% | -1,953 |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 316,254 | 279,137 | 32.50% | -37,117 |
| MOHAWK INDS INC(MHK) | 608,000 | 205,000 | -403,000 | 63,743 | 26,429 | 3.08% | -37,314 |