Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUZANO S A(SUZ) | 15,320,000 | 17,320,000 | +2,000,000 | 153,200 | 175,278 | 16.55% | +22,078 |
| LAMB WESTON HLDGS INC(LW) | 0 | 305,000 | +305,000 | 0 | 20,383 | 1.92% | +20,383 |
| THE ODP CORP | 0 | 785,213 | +785,213 | 0 | 17,856 | 1.69% | +17,856 |
| INTERNATIONAL PAPER CO(IP) | 3,400,000 | 3,350,000 | -50,000 | 166,090 | 180,297 | 17.02% | +14,207 |
| AMERICAN WOODMARK CORPORATIO | 0 | 114,000 | +114,000 | 0 | 9,066 | 0.86% | +9,066 |
| PACKAGING CORP AMER(PKG) | 260,000 | 280,000 | +20,000 | 56,004 | 63,036 | 5.95% | +7,032 |
| MERCER INTL INC | 3,150,000 | 3,150,000 | 0 | 21,326 | 20,475 | 1.93% | -850 |
| SEALED AIR CORP NEW | 900,000 | 760,000 | -140,000 | 32,670 | 25,711 | 2.43% | -6,959 |
| APTARGROUP INC | 55,000 | 0 | -55,000 | 8,810 | 0 | — | -8,810 |
| MOHAWK INDS INC(MHK) | 365,000 | 405,000 | +40,000 | 58,648 | 48,248 | 4.56% | -10,401 |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 541,924 | 498,810 | 47.09% | -43,114 |