Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 277,369 | 310,005 | 53.41% | +32,635 |
| SUZANO S A(SUZ) | 1,050,000 | 2,420,000 | +1,370,000 | 11,288 | 27,491 | 4.74% | +16,204 |
| INTERNATIONAL PAPER CO(IP) | 2,600,000 | 2,900,000 | +300,000 | 92,222 | 104,835 | 18.06% | +12,613 |
| CAL MAINE FOODS INC(CALM) | 200,000 | 300,000 | +100,000 | 9,684 | 17,217 | 2.97% | +7,533 |
| TYSON FOODS INC(TSN) | 250,000 | 350,000 | +100,000 | 12,623 | 18,813 | 3.24% | +6,190 |
| MERCER INTL INC | 3,150,000 | 3,150,000 | 0 | 27,027 | 29,862 | 5.15% | +2,835 |
| APTARGROUP INC | 0 | 10,000 | +10,000 | 0 | 1,236 | 0.21% | +1,236 |
| LL FLOORING HOLDINGS INC | 380,000 | 380,000 | 0 | 1,205 | 1,482 | 0.26% | +277 |
| DARLING INGREDIENTS INC(DAR) | 200,000 | 200,000 | 0 | 10,440 | 9,968 | 1.72% | -472 |
| PACKAGING CORP AMER(PKG) | 460,000 | 365,000 | -95,000 | 70,633 | 59,462 | 10.25% | -11,171 |
| PILGRIMS PRIDE CORP(PPC) | 780,000 | 0 | -780,000 | 17,807 | 0 | — | -17,807 |
| WESTROCK CO | 2,100,000 | 0 | -2,100,000 | 75,180 | 0 | — | -75,180 |