 INTERNATIONAL PAPER COIP |
| 16.06% | 17.74% | $374.9M | 9.8M | $271.0M | 7.6M | +2.3M+29.64% | Add |
 PACKAGING CORP AMERPKG |
| 15.64% | 21.29% | $365.2M | 1.5M | $325.2M | 1.5M | 00.00% | Unchanged |
 WASTE CONNECTIONS INCWCN |
| 10.78% | — | $251.7M | 1.5M | $0 | 0 | +1.5M | New Buy |
 SYLVAMO CORP COMMON STOCKSLVM |
| 10.22% | 17.46% | $238.6M | 6.3M | $266.6M | 6.3M | 00.00% | Unchanged |
 SUZANO S ASUZ |
| 8.08% | 12.53% | $188.7M | 24.3M | $191.4M | 19.1M | +5.2M+27.20% | Add |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 4.29% | 5.55% | $100.2M | 1.8M | $84.8M | 2.2M | -350,000-16.09% | Reduce |
 APTARGROUP INCATR |
| 3.59% | 2.89% | $83.9M | 670,000 | $44.1M | 350,000 | +320,000+91.43% | Add |
 RAYONIER INCRYN |
| 3.59% | 0.65% | $83.8M | 3.9M | $9.9M | 480,000 | +3.5M+720.83% | Add |
 WEYERHAEUSER COWY |
| 3.12% | 0.3% | $72.8M | 3.0M | $4.6M | 190,000 | +2.9M+1,500.00% | Add |
 LENNAR CORPLEN |
| 2.75% | 0.42% | $64.2M | 718,000 | $6.3M | 77,000 | +641,000+832.47% | Add |
 LGI HOMES INCLGIH |
| 2.64% | 1.66% | $61.6M | 967,000 | $25.3M | 640,000 | +327,000+51.09% | Add |
 FIRSTCASH HOLDINGS INCFCFS |
| 2.5% | 3.32% | $58.4M | 270,000 | $50.8M | 270,000 | 00.00% | Unchanged |
 FLOOR & DECOR HLDGS INCFND |
| 2.36% | 2.97% | $55.2M | 930,000 | $45.4M | 894,000 | +36,000+4.03% | Add |
| EEZCORP INCEZPW |
| 2.15% | 2.41% | $50.1M | 1.5M | $36.8M | 1.5M | 00.00% | Unchanged |
 WEST FRASER TIMBER CO LTDWFG |
| 2.15% | 0.24% | $50.1M | 740,000 | $3.7M | 56,000 | +684,000+1,221.43% | Add |
 SILGAN HLDGS INCSLGN |
| 2.07% | 2.21% | $48.2M | 1.0M | $33.8M | 870,000 | +170,000+19.54% | Add |
| MMASTERBRAND INCMBC |
| 2.04% | 0.71% | $47.6M | 4.6M | $10.8M | 1.3M | +3.3M+255.72% | Add |
 GREENBRIER COS INCGBX |
| 1.65% | 0.86% | $38.6M | 787,588 | $13.1M | 249,561 | +538,027+215.59% | Add |
 BOISE CASCADE CO DELBCC |
| 1.48% | 0.2% | $34.5M | 445,000 | $3.1M | 41,000 | +404,000+985.37% | Add |
 CEMEX SAB DE CVCX |
| 1.09% | — | $25.4M | 2.1M | $0 | 0 | +2.1M | New Buy |
| MMERITAGE HOMES CORPMTH |
| 0.79% | — | $18.4M | 220,000 | $0 | 0 | +220,000 | New Buy |
 JANUS INTERNATIONAL GROUP INJBI |
| 0.77% | — | $18.0M | 3.2M | $0 | 0 | +3.2M | New Buy |
 SONOCO PRODS COSON |
| 0.12% | — | $2.8M | 50,000 | $0 | 0 | +50,000 | New Buy |
 VULCAN MATLS COVMC |
| 0.06% | — | $1.5M | 5,000 | $0 | 0 | +5,000 | New Buy |
| MMERCER INTL INC COMMERC |
| 0.02% | 0.29% | $393,882 | 596,791 | $4.5M | 3.2M | -2.6M-81.05% | Reduce |
