| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEYERHAEUSER CO | 61,956 | 1,979,000 | 4.96% | ||
| 2 | PACKAGING CORP AMER | 18,529 | 1,506,000 | 3.77% | ||
| 3 | WESTROCK CO | 28,989 | 1,405,000 | 3.52% | ||
| 4 | TRANSCANADA CORP | 22,458 | 1,335,000 | 3.34% | ||
| 5 | ENBRIDGE INC | 21,630 | 1,247,000 | 3.12% | ||
| 6 | RAYONIER INC | 46,360 | 1,230,000 | 3.08% | ||
| 7 | INTL PAPER CO | 23,466 | 1,126,000 | 2.82% | ||
| 8 | MACQUARIE INFRASTRUCTURE COR | 13,010 | 1,083,000 | 2.71% | ||
| 9 | ANADARKO PETR | 15,965 | 1,012,000 | 2.54% | ||
| 10 | SCHLUMBERGER LTD | 12,537 | 986,000 | 2.47% | ||
| 11 | POTLATCHDELTIC CORPORATION | 25,175 | 979,000 | 2.45% | ||
| 12 | KAPSTONE PAPER & PACKAGING CRP COM | 51,735 | 979,000 | 2.45% | ||
| 13 | NORBORD INC | 26,990 | 910,000 | 2.28% | ||
| 14 | TOTAL S A | 18,480 | 881,000 | 2.21% | ||
| 15 | MONSANTO CO NEW | 8,353 | 854,000 | 2.14% | ||
| 16 | CSX CORP | 27,590 | 841,000 | 2.11% | ||
| 17 | POTASH CORP SASK INC | 41,346 | 829,000 | 2.08% | ||
| 18 | WASTE MGMT INC DEL | 11,885 | 758,000 | 1.90% | ||
| 19 | SYNGENTA AG | 8,514 | 746,000 | 1.87% | ||
| 20 | PG&E CORP | 11,995 | 734,000 | 1.84% | ||
| 21 | KINDER MORGAN INC DEL | 28,209 | 652,000 | 1.63% | ||
| 22 | ATLANTICA YIELD PLC | 33,770 | 642,000 | 1.61% | ||
| 23 | LOUISIANA PAC CORP | 31,894 | 601,000 | 1.51% | ||
| 24 | SONOCO PRODS CO | 11,130 | 588,000 | 1.47% | ||
| 25 | ARCHER DANIELS M | 13,805 | 582,000 | 1.46% | ||
| 26 | AGRIUM INC | 4,620 | 549,000 | 1.38% | ||
| 27 | SPECTRA ENERGY CORP | 12,760 | 545,000 | 1.37% | ||
| 28 | DIGITAL RLTY TR INC | 5,501 | 534,000 | 1.34% | ||
| 29 | KANSAS CITY SOUTHERN | 5,702 | 532,000 | 1.33% | ||
| 30 | MONDELEZ INTL INC | 11,369 | 499,000 | 1.25% | ||
| 31 | DUKE ENERGY CORP NEW | 6,110 | 489,000 | 1.23% | ||
| 32 | WILLIAMS COS INC DEL | 15,885 | 488,000 | 1.22% | ||
| 33 | MOSAIC CO NEW | 19,788 | 484,000 | 1.21% | ||
| 34 | CF INDS HLDGS INC | 18,753 | 457,000 | 1.14% | ||
| 35 | DEERE & CO | 5,295 | 452,000 | 1.13% | ||
| 36 | GRUPO AEROPORTUARIO DEL SURE | 3,037 | 445,000 | 1.11% | ||
| 37 | PEMBINA PIPELINE CORP | 10,920 | 437,000 | 1.09% | ||
| 38 | PIONEER NAT RES CO | 2,305 | 428,000 | 1.07% | ||
| 39 | DOMTAR CORP | 11,100 | 412,000 | 1.03% | ||
| 40 | NEXTERA ENERGY INC | 3,295 | 403,000 | 1.01% | ||
| 41 | VENTAS INC | 5,686 | 402,000 | 1.01% | ||
| 42 | ZOETIS INC | 7,519 | 391,000 | 0.98% | ||
| 43 | WASTE CONNECTIONS INC | 5,090 | 380,000 | 0.95% | ||
| 44 | DELTIC TIMBER CORP | 5,610 | 380,000 | 0.95% | ||
| 45 | GENESEE AND WYOMING INC INC CL A | 5,434 | 375,000 | 0.94% | ||
| 46 | BUNGE LIMITED | 6,160 | 365,000 | 0.91% | ||
| 47 | NABORS INDUSTRIES LTD | 27,875 | 339,000 | 0.85% | ||
| 48 | BOISE CASCADE CO DEL COM | 13,300 | 338,000 | 0.85% | ||
| 49 | MEAD JOHNSON NUTRITION CO | 4,160 | 329,000 | 0.82% | ||
| 50 | FIBRIA CELULOSE S A SP ADR REP COM | 45,694 | 323,000 | 0.81% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001596076-16-000008, filed 2016.11.14).
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.
