| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEYERHAEUSER CO | 195,458 | 5,860,000 | 7.60% | ||
| 2 | PACKAGING CORP AMER | 71,106 | 4,483,000 | 5.81% | ||
| 3 | KAPSTONE PAPER & PACKAGING CRP COM | 184,217 | 4,161,000 | 5.39% | ||
| 4 | WESTROCK CO | 86,544 | 3,948,000 | 5.12% | ||
| 5 | INTL PAPER CO | 101,229 | 3,816,000 | 4.95% | ||
| 6 | RAYONIER INC | 155,179 | 3,445,000 | 4.47% | ||
| 7 | DOMTAR CORP | 77,484 | 2,863,000 | 3.71% | ||
| 8 | LOUISIANA PAC CORP | 151,464 | 2,728,000 | 3.54% | ||
| 9 | PLUM CREEK TIMBER | 55,776 | 2,662,000 | 3.45% | ||
| 10 | POTLATCHDELTIC CORPORATION | 76,690 | 2,319,000 | 3.01% | ||
| 11 | FIBRIA CELULOSE S A SP ADR REP COM | 172,973 | 2,195,000 | 2.85% | ||
| 12 | BRF SA | 73,711 | 1,882,000 | 2.44% | ||
| 13 | SYNGENTA AG | 23,223 | 1,828,000 | 2.37% | ||
| 14 | WASTE MGMT INC DEL | 30,719 | 1,639,000 | 2.12% | ||
| 15 | SCHLUMBERGER LTD | 22,182 | 1,547,000 | 2.01% | ||
| 16 | SONOCO PRODS CO | 33,596 | 1,373,000 | 1.78% | ||
| 17 | ANADARKO PETR | 26,075 | 1,267,000 | 1.64% | ||
| 18 | MONSANTO CO NEW | 11,682 | 1,151,000 | 1.49% | ||
| 19 | CHINA MOBILE LIMITED | 28,188 | 1,150,000 | 1.49% | ||
| 20 | TOTAL S A | 25,490 | 1,146,000 | 1.49% | ||
| 21 | ZOETIS INC | 22,814 | 1,093,000 | 1.42% | ||
| 22 | GRUPO AEROPORTUARIO DEL SURE | 7,098 | 998,000 | 1.29% | ||
| 23 | MOSAIC CO NEW | 35,513 | 980,000 | 1.27% | ||
| 24 | MACQUARIE INFRASTRUCTURE COR | 12,340 | 896,000 | 1.16% | ||
| 25 | WASTE CONNECTIONS INC COM | 15,417 | 868,000 | 1.13% | ||
| 26 | NATIONAL GRID PLC | 12,156 | 845,000 | 1.10% | ||
| 27 | WILLIAMS COS INC DEL | 32,670 | 840,000 | 1.09% | ||
| 28 | UNIVERSAL FOREST PRODS INC | 11,196 | 765,000 | 0.99% | ||
| 29 | KANSAS CITY SOUTHERN | 9,472 | 707,000 | 0.92% | ||
| 30 | GLATFELTER | 38,149 | 703,000 | 0.91% | ||
| 31 | PG&E CORP | 13,225 | 703,000 | 0.91% | ||
| 32 | DIGITAL RLTY TR INC | 8,773 | 663,000 | 0.86% | ||
| 33 | CSX CORP | 25,465 | 661,000 | 0.86% | ||
| 34 | ARCHER DANIELS M | 17,695 | 649,000 | 0.84% | ||
| 35 | GENESEE AND WYOMING INC INC CL A | 11,099 | 596,000 | 0.77% | ||
| 36 | SPECTRA ENERGY CORP | 24,850 | 595,000 | 0.77% | ||
| 37 | EQT CORP | 10,589 | 552,000 | 0.72% | ||
| 38 | TESORO LOGISTICS LP | 10,960 | 552,000 | 0.72% | ||
| 39 | POTASH CORP SASK INC | 30,708 | 526,000 | 0.68% | ||
| 40 | CALAVO GROWERS INC COM | 7,265 | 496,000 | 0.64% | ||
| 41 | OCCIDENTAL PETE CORP DEL | 7,272 | 492,000 | 0.64% | ||
| 42 | VENTAS INC | 8,706 | 491,000 | 0.64% | ||
| 43 | ENTERPRISE PRODS PARTNERS L | 19,167 | 490,000 | 0.64% | ||
| 44 | DUKE ENERGY CORP NEW | 6,445 | 460,000 | 0.60% | ||
| 45 | DELTIC TIMBER CORP | 6,966 | 410,000 | 0.53% | ||
| 46 | KOREA ELECTRIC PWR | 19,164 | 406,000 | 0.53% | ||
| 47 | MEAD JOHNSON NUTRITION CO | 5,055 | 399,000 | 0.52% | ||
| 48 | COSAN LIMITED | 105,360 | 389,000 | 0.50% | ||
| 49 | SBA COMMUNICATIONS CORPORATION | 3,509 | 369,000 | 0.48% | ||
| 50 | ULTRAPAR PARTICIPACOES S A | 24,162 | 368,000 | 0.48% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001596076-16-000005, filed 2016.01.29).
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.
