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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SYLVAMO CORP | $266.6M | 6312454 | 17.46% |
| 2 | PACKAGING CORP AMER | $117.3M | 552500 | 7.68% |
| 3 | INTERNATIONAL PAPER CO | $98.2M | 2750000 | 6.43% |
| 4 | HORMEL FOODS CORP | $50.4M | 2225000 | 3.30% |
| 5 | APTARGROUP INC | $44.1M | 350000 | 2.89% |
| 6 | FLOOR & DECOR HLDGS INC | $38.1M | 750000 | 2.49% |
| 7 | FORTUNE BRANDS INNOVATIONS I | $35.1M | 900000 | 2.30% |
| 8 | LGI HOMES INC | $25.3M | 640000 | 1.66% |
| 9 | SILGAN HLDGS INC | $21.3M | 550000 | 1.40% |
| 10 | SUZANO S A | $18.0M | 1800000 | 1.18% |
| 11 | MOHAWK INDS INC | $16.2M | 165000 | 1.06% |
| 12 | GREENBRIER COS INC | $13.1M | 249561 | 0.86% |
| 13 | AMERICAN WOODMARK CORP | $11.8M | 296000 | 0.77% |
| 14 | FIRSTCASH HOLDINGS INC | $11.3M | 60000 | 0.74% |
| 15 | MASTERBRAND INC | $10.8M | 1300000 | 0.71% |
| 16 | EZCORP INC | $8.2M | 325000 | 0.54% |
| 17 | SELECT SECTOR SPDR TR | $4.1M | 50000 | 0.27% |
| 18 | MERCER INTL INC | $2.9M | 2045023 | 0.19% |
| 19 | RAYONIER INC | $825K | 40000 | 0.05% |
| 20 | WEYERHAEUSER CO | $489K | 20000 | 0.03% |
| 21 | WEST FRASER TIMBER LTD | $457K | 7000 | 0.03% |
| 22 | BUILDERS FIRSTSOURCE INC | $412K | 5000 | 0.03% |
| 23 | BOISE CASCADE CO DEL | $303K | 4000 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.