| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEYERHAEUSER CO | 199,806 | 6,294,000 | 6.07% | ||
| 2 | ROCK-TENN COMPANY | 88,375 | 5,320,000 | 5.13% | ||
| 3 | PACKAGING CORP AMER | 81,081 | 5,067,000 | 4.89% | ||
| 4 | INTL PAPER CO | 102,402 | 4,873,000 | 4.70% | ||
| 5 | PLUM CREEK TIMBER | 112,263 | 4,555,000 | 4.39% | ||
| 6 | MEADWESTVACO CORP | 95,718 | 4,517,000 | 4.36% | ||
| 7 | KAPSTONE PAPER & PACKAGING CRP COM | 189,983 | 4,392,000 | 4.24% | ||
| 8 | DOMTAR CORP | 77,953 | 3,227,000 | 3.11% | ||
| 9 | POTLATCHDELTIC CORPORATION | 83,710 | 2,957,000 | 2.85% | ||
| 10 | BOISE CASCADE CO DEL COM | 69,831 | 2,561,000 | 2.47% | ||
| 11 | RAYONIER INC | 82,112 | 2,098,000 | 2.02% | ||
| 12 | FIBRIA CELULOSE S A SP ADR REP COM | 152,958 | 2,082,000 | 2.01% | ||
| 13 | WILLIAMS COS INC DEL | 34,395 | 1,974,000 | 1.90% | ||
| 14 | CF INDS HLDGS INC | 30,135 | 1,937,000 | 1.87% | ||
| 15 | LOUISIANA PAC CORP | 110,264 | 1,878,000 | 1.81% | ||
| 16 | KINDER MORGAN INC DEL | 46,452 | 1,783,000 | 1.72% | ||
| 17 | SYNGENTA AG | 20,493 | 1,672,000 | 1.61% | ||
| 18 | MONSANTO CO NEW | 15,254 | 1,626,000 | 1.57% | ||
| 19 | MOSAIC CO NEW | 34,541 | 1,618,000 | 1.56% | ||
| 20 | SONOCO PRODS CO | 33,752 | 1,447,000 | 1.40% | ||
| 21 | UNIVERSAL FOREST PRODS INC | 27,496 | 1,431,000 | 1.38% | ||
| 22 | GRUPO AEROPORTUARIO DEL SURE | 10,035 | 1,424,000 | 1.37% | ||
| 23 | GLATFELTER | 62,270 | 1,369,000 | 1.32% | ||
| 24 | ANADARKO PETR | 17,383 | 1,357,000 | 1.31% | ||
| 25 | WASTE MGMT INC DEL | 28,394 | 1,316,000 | 1.27% | ||
| 26 | ENERGY TRANSFER L P | 19,940 | 1,280,000 | 1.23% | ||
| 27 | SBA COMMUNICATIONS CORPORATION | 10,462 | 1,203,000 | 1.16% | ||
| 28 | AMERICAN TOWER CORP NEW | 12,483 | 1,165,000 | 1.12% | ||
| 29 | EQT CORP | 14,209 | 1,156,000 | 1.11% | ||
| 30 | TOTAL S A | 22,936 | 1,128,000 | 1.09% | ||
| 31 | POTASH CORP SASK INC | 32,368 | 1,002,000 | 0.97% | ||
| 32 | NATIONAL GRID PLC | 15,328 | 990,000 | 0.95% | ||
| 33 | BUNGE LIMITED | 11,172 | 981,000 | 0.95% | ||
| 34 | ENTERPRISE PRODS PARTNERS L | 31,412 | 939,000 | 0.91% | ||
| 35 | ARCHER DANIELS M | 19,065 | 919,000 | 0.89% | ||
| 36 | ORANGE ADR SPONSORED | 57,956 | 890,000 | 0.86% | ||
| 37 | TESORO LOGISTICS LP | 17,830 | 888,000 | 0.86% | ||
| 38 | TELEFONICA SA ADR SPONSORED | 62,567 | 888,000 | 0.86% | ||
| 39 | MARKWEST ENERGY PARTNERS LP | 15,589 | 879,000 | 0.85% | ||
| 40 | GENESEE AND WYOMING INC INC CL A | 11,099 | 846,000 | 0.82% | ||
| 41 | SPECTRA ENERGY CORP | 24,850 | 810,000 | 0.78% | ||
| 42 | PLAINS ALL AMERN PIPELINE L | 17,778 | 775,000 | 0.75% | ||
| 43 | KANSAS CITY SOUTHERN | 8,410 | 767,000 | 0.74% | ||
| 44 | KOREA ELECTRIC PWR | 37,244 | 758,000 | 0.73% | ||
| 45 | ZOETIS INC | 14,935 | 720,000 | 0.69% | ||
| 46 | WASTE CONNECTIONS INC COM | 14,827 | 699,000 | 0.67% | ||
| 47 | COSAN LIMITED | 110,500 | 681,000 | 0.66% | ||
| 48 | CHINA MOBILE LIMITED | 10,265 | 658,000 | 0.63% | ||
| 49 | ULTRAPAR PARTICIPACOES S A | 30,422 | 639,000 | 0.62% | ||
| 50 | TEEKAY CORPORATION | 14,444 | 618,000 | 0.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001596076-15-000003, filed 2015.08.10).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
