| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 10 | 1,059,160 | SLVM, IP, SUZ, PKG | 13F-HR | 2/14/2025 | 000089914025000326 |
| Q3 2024 | 8 | 1,038,672 | SLVM, IP, SUZ, MHK | 13F-HR | 11/13/2024 | 000089914024001199 |
| Q2 2024 | 7 | 754,621 | SLVM, IP, SUZ, MERC | 13F-HR | 8/14/2024 | 000089914024000897 |
| Q1 2024 | 7 | 739,886 | SLVM, IP, SUZ, PKG | 13F-HR | 5/14/2024 | 000089914024000603 |
| Q4 2023 | 10 | 580,370 | SLVM, IP, PKG, MERC | 13F-HR | 2/12/2024 | 000089914024000199 |
| Q3 2023 | 11 | 605,477 | SLVM, IP, WRK, PKG | 13F-HR | 11/13/2023 | 000089914023001058 |
| Q2 2023 | 9 | 522,977 | SLVM, WRK, IP, PKG | 13F-HR | 8/14/2023 | 000089914023000864 |
| Q1 2023 | 7 | 502,163 | SLVM, PKG, IP, PPC | 13F-HR | 5/12/2023 | 000089914023000617 |
| Q4 2022 | 8 | 515,069 | SLVM, IP, PKG, MERC | 13F-HR | 2/13/2023 | 000089914023000310 |
| Q3 2022 | 7 | 339,877 | SLVM, PKG, IP, PPC | 13F-HR | 11/14/2022 | 000156761922019929 |
| Q2 2022 | 5 | 277,116 | SLVM, IP, PPC, HZN | 13F-HR | 8/9/2022 | 000156761922015264 |
| Q1 2022 | 6 | 216,893 | VRS, SLVM, IP, PPC | 13F-HR | 5/12/2022 | 000156761922010356 |
| Q4 2021 | 7 | 225,266 | VRS, SLVM, IP, TSN | 13F-HR | 3/11/2022 | 000156761922006748 |