Dark
Light
System
Institutional Investment Manager
Capital Innovations LLC
Capital Innovations LLC (CIK: 0001596076) incorporated in Delaware, located at N19w24400 Riverwood Dr, Ste 350, Waukesha, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001596076-14-000002) filed in 2014.05.07
#
Name
Shares
Value ($)
%
Options
Notes
1 KAPSTONE PAPER & PACKAGING CRP COM 269,722 7,779 6.68%
2 WEYERHAEUSER CO 205,025 6,017 5.17%
3 PACKAGING CORP AMER 78,901 5,552 4.77%
4 INTL PAPER CO 119,271 5,472 4.70%
5 ROCK-TENN COMPANY 50,994 5,383 4.62%
6 PLUM CREEK TIMBER 117,764 4,951 4.25%
7 MEADWESTVACO CORP 118,893 4,475 3.84%
8 DOMTAR CORP 36,202 4,063 3.49%
9 RAYONIER INC 77,544 3,560 3.06%
10 POTLATCHDELTIC CORPORATION 87,789 3,397 2.92%
11 ARCHER DANIELS MIDLAND CO 7,392 3,207 2.75%
12 GLATFELTER 107,573 2,928 2.51%
13 LOUISIANA PAC CORP 147,246 2,484 2.13%
14 CHESAPEAKE ENERGY CORP 84,981 2,177 1.87%
15 TESORO LOGISTICS LP 35,050 2,110 1.81%
16 GREIF INC 39,840 2,091 1.80%
17 BOISE CASCADE CO DEL COM 72,194 2,068 1.78%
18 FIBRIA CELULOSE S A SP ADR REP COM 181,715 2,010 1.73%
19 ENTERPRISE PRODS PARTNERS L 27,210 1,887 1.62%
20 UNIVERSAL FST PRODS INC 31,125 1,722 1.48%
21 PLAINS ALL AMERN PIPELINE L 31,008 1,709 1.47%
22 MARKWEST ENERGY PARTNERS LP 25,820 1,687 1.45%
23 Kinder Morgan Inc. 19,694 1,456 1.25%
24 TOTAL S A 20,538 1,347 1.16%
25 Veolia Environnement 66,810 1,328 1.14%
26 EnLink Midstream Partners LP 42,116 1,281 1.10%
27 MOSAIC CO NEW 24,041 1,202 1.03%
28 ENERGY TRANSFER PRTNRS L P 22,102 1,189 1.02%
29 ADECOAGRO S A 13,878 1,132 0.97%
30 NAVIOS MARITIME PARTNERS L P 57,398 1,119 0.96%
31 CF INDS HLDGS INC 4,205 1,096 0.94%
32 WASTE MGMT INC DEL 25,604 1,077 0.93%
33 SBA COMMUNICATIONS CORP 11,726 1,067 0.92%
34 ULTRAPAR PARTICIPACOES S A 42,087 1,014 0.87%
35 DELTIC TIMBER CORP 15,489 1,010 0.87%
36 ORANGE ADR SPONSORED 66,226 973 0.84%
37 TEEKAY CORPORATION 16,559 931 0.80%
38 TELEFONICA S A 58,570 925 0.79%
39 SASOL LTD 15,913 889 0.76%
40 GRUPO AEROPORTUARIO DEL SURE 6,960 854 0.73%
41 TAL INTL GROUP INC 19,844 851 0.73%
42 ENERGY TRANSFER L P 17,060 798 0.69%
43 MONSANTO CO NEW 6,875 782 0.67%
44 POTASH CORP SASK INC 20,626 747 0.64%
45 SEASPAN CORP SHS 32,194 711 0.61%
46 ANADARKO PETE CORP 8,127 689 0.59%
47 GENESEE AND WYOMING INC INC CL A 7,057 687 0.59%
48 CNOOC LTD 4,484 681 0.58%
49 WASTE CONNECTIONS INC COM 15,220 668 0.57%
50 SONOCO PRODS CO 15,596 640 0.55%
Page 1 of 2