Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PACKAGING CORP AMER(PKG) | 685,000 | 990,000 | +305,000 | 149,282 | 204,168 | 19.94% | +54,886 |
| INTERNATIONAL PAPER CO(IP) | 3,200,000 | 5,000,000 | +1,800,000 | 148,480 | 196,950 | 19.24% | +48,470 |
| SEALED AIR CORP NEW | 1,379,000 | 1,880,500 | +501,500 | 48,748 | 77,909 | 7.61% | +29,161 |
| SYLVAMO CORP(SLVM) | 6,312,454 | 6,312,454 | 0 | 279,137 | 303,945 | 29.69% | +24,808 |
| FLOOR & DECOR HLDGS INC(FND) | 0 | 291,000 | +291,000 | 0 | 17,719 | 1.73% | +17,719 |
| FIRSTCASH HOLDINGS INC(FCFS) | 0 | 50,000 | +50,000 | 0 | 7,969 | 0.78% | +7,969 |
| SILGAN HOLDINGS INC(SLGN) | 0 | 170,000 | +170,000 | 0 | 6,863 | 0.67% | +6,863 |
| EZCORP INC(EZPW) | 0 | 325,000 | +325,000 | 0 | 6,312 | 0.62% | +6,312 |
| AMERICAN WOODMARK CORPORATIO | 195,000 | 296,000 | +101,000 | 13,018 | 15,954 | 1.56% | +2,936 |
| SUZANO S A(SUZ) | 17,320,000 | 17,320,000 | 0 | 162,808 | 161,769 | 15.80% | -1,039 |
| MERCER INTL INC | 3,150,000 | 3,150,000 | 0 | 9,072 | 6,237 | 0.61% | -2,835 |
| MOHAWK INDS INC(MHK) | 205,000 | 165,000 | -40,000 | 26,429 | 18,035 | 1.76% | -8,394 |
| THE ODP CORP | 785,213 | 0 | -785,213 | 21,868 | 0 | — | -21,868 |