Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Sylvamo Corporation(SLVM) | 6,312,454 | 6,312,454 | 0 | $541.92M | $498.81M | 47.09% | -$43.11M |
| International Paper Company(IP) | 3,400,000 | 3,350,000 | -50,000 | $166.09M | $180.30M | 17.02% | +$14.21M |
| Suzano S.A.ADS(SUZ) | 15,320,000 | 17,320,000 | +2,000,000 | $153.20M | $175.28M | 16.55% | +$22.08M |
| Packaging Corporation of America(PKG) | 260,000 | 280,000 | +20,000 | $56.00M | $63.04M | 5.95% | +$7.03M |
| Mohawk Industries, Inc.(MHK) | 365,000 | 405,000 | +40,000 | $58.65M | $48.25M | 4.56% | -$10.40M |
| SunCar Technology Group Inc.(SDA) | 900,000 | 760,000 | -140,000 | $32.67M | $25.71M | 2.43% | -$6.96M |
| Mercer International Inc.(MERC) | 3,150,000 | 3,150,000 | 0 | $21.33M | $20.48M | 1.93% | -$850.5K |
| Lamb Weston Holdings, Inc.(LW) | 0 | 305,000 | +305,000 | $0 | $20.38M | 1.92% | +$20.38M |
| The Odp Corp | 0 | 785,213 | +785,213 | $0 | $17.86M | 1.69% | +$17.86M |
| American Woodmark Corporatio | 0 | 114,000 | +114,000 | $0 | $9.07M | 0.86% | +$9.07M |
| Aptargroup Inc | 55,000 | 0 | -55,000 | $8.81M | $0 | — | -$8.81M |