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CIK 0001879898 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN WOODMARK CORPORATIO | COM | $16.0M | 1.6%Prev: 1.5% | 296,000 SH | Increased+101,000 SH |
| EZCORP INC | CL A NON VTG | $6.3M | 0.6% | 325,000 SH | New |
| FIRSTCASH HOLDINGS INC | COM | $8.0M | 0.8% | 50,000 SH | New |
| FLOOR & DECOR HLDGS INC | CL A | $17.7M | 1.7% | 291,000 SH | New |
| INTERNATIONAL PAPER CO | COM | $196.9M | 19.2%Prev: 17.3% | 5,000,000 SH | Increased+1,800,000 SH |
| MERCER INTL INC | COM | $6.2M | 0.6%Prev: 1.1% | 3,150,000 SH | Decreased |
| MOHAWK INDS INC | COM | $18.0M | 1.8%Prev: 3.1% | 165,000 SH | Decreased-40,000 SH |
| PACKAGING CORP AMER | COM | $204.2M | 19.9%Prev: 17.4% | 990,000 SH | Increased+305,000 SH |
| SEALED AIR CORP NEW | COM | $77.9M | 7.6%Prev: 5.7% | 1,880,500 SH | Increased+501,500 SH |
| SILGAN HOLDINGS INC | COM | $6.9M | 0.7% | 170,000 SH | New |
| SUZANO S A | SPON ADS | $161.8M | 15.8%Prev: 19.0% | 17,320,000 SH | Decreased |
| SYLVAMO CORP | COMMON STOCK | $303.9M | 29.7%Prev: 32.5% | 6,312,454 SH | Increased |
| 13F-HR |
| 0001879898-26-000007 |
| $2.33B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001879898-25-000006 | $858.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001879898-26-000005 | $1.53B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000899140-25-000698 | $933.1M | View |