 国际纸业IP |
| 16.06% | 17.74% | $3.75亿 | 984.0万股 | $2.71亿 | 759.0万股 | +225.0万股+29.64% | 加仓 |
 美国包装PKG |
| 15.64% | 21.29% | $3.65亿 | 153.3万股 | $3.25亿 | 153.3万股 | 00.00% | 持仓不变 |
 WASTE CONNECTIONSWCN |
| 10.78% | — | $2.52亿 | 151.0万股 | $0 | 0股 | +151.0万股 | 新买入 |
 SYLVAMO COMMON STOCKSLVM |
| 10.22% | 17.46% | $2.39亿 | 631.2万股 | $2.67亿 | 631.2万股 | 00.00% | 持仓不变 |
 SUZANOSUZ |
| 8.08% | 12.53% | $1.89亿 | 2,432.0万股 | $1.91亿 | 1,912.0万股 | +520.0万股+27.20% | 加仓 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 4.29% | 5.55% | $1.00亿 | 182.5万股 | $8,476.0万 | 217.5万股 | -35.0万股-16.09% | 减仓 |
 APTARGROUPATR |
| 3.59% | 2.89% | $8,388.4万 | 67.0万股 | $4,410.7万 | 35.0万股 | +32.0万股+91.43% | 加仓 |
 RAYONIERRYN |
| 3.59% | 0.65% | $8,384.3万 | 394.0万股 | $989.8万 | 48.0万股 | +346.0万股+720.83% | 加仓 |
 WEYERHAEUSERWY |
| 3.12% | 0.3% | $7,277.8万 | 304.0万股 | $464.2万 | 19.0万股 | +285.0万股+1,500.00% | 加仓 |
 LENNARLEN |
| 2.75% | 0.42% | $6,424.7万 | 71.8万股 | $633.9万 | 7.7万股 | +64.1万股+832.47% | 加仓 |
 LGI HOMESLGIH |
| 2.64% | 1.66% | $6,157.9万 | 96.7万股 | $2,529.9万 | 64.0万股 | +32.7万股+51.09% | 加仓 |
 FIRSTCASHFCFS |
| 2.5% | 3.32% | $5,840.6万 | 27.0万股 | $5,076.0万 | 27.0万股 | 00.00% | 持仓不变 |
 FLOOR & DECORFND |
| 2.36% | 2.97% | $5,520.5万 | 93.0万股 | $4,541.5万 | 89.4万股 | +3.6万股+4.03% | 加仓 |
| EEZCORPEZPW |
| 2.15% | 2.41% | $5,012.7万 | 145.0万股 | $3,680.1万 | 145.0万股 | 00.00% | 持仓不变 |
 WEST FRASER TIMBERWFG |
| 2.15% | 0.24% | $5,009.1万 | 74.0万股 | $365.6万 | 5.6万股 | +68.4万股+1,221.43% | 加仓 |
 SILGANSLGN |
| 2.07% | 2.21% | $4,824.6万 | 104.0万股 | $3,375.6万 | 87.0万股 | +17.0万股+19.54% | 加仓 |
| MMASTERBRANDMBC |
| 2.04% | 0.71% | $4,758.5万 | 462.4万股 | $1,080.3万 | 130.0万股 | +332.4万股+255.72% | 加仓 |
 GREENBRIER COSGBX |
| 1.65% | 0.86% | $3,860.0万 | 78.8万股 | $1,313.9万 | 25.0万股 | +53.8万股+215.59% | 加仓 |
 BOISE CASCADE DELBCC |
| 1.48% | 0.2% | $3,454.5万 | 44.5万股 | $311.0万 | 4.1万股 | +40.4万股+985.37% | 加仓 |
 CEMEX SAB DE CVCX |
| 1.09% | — | $2,544.0万 | 212.0万股 | $0 | 0股 | +212.0万股 | 新买入 |
| MMERITAGE HOMESMTH |
| 0.79% | — | $1,844.7万 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
 骏利·INTERNATIONAL GROUP INJBI |
| 0.77% | — | $1,798.2万 | 324.0万股 | $0 | 0股 | +324.0万股 | 新买入 |
 SONOCO PRODSSON |
| 0.12% | — | $281.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 Vulcan材料VMC |
| 0.06% | — | $147.5万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| MMERCER INTL INC COMMERC |
| 0.02% | 0.29% | $39.4万 | 59.7万股 | $447.3万 | 315.0万股 | -255.3万股-81.05% | 减仓 |
