SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $2,334,985,907 |
| Positions | 26 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| INTERNATIONAL PAPER CO | IP | COM | $374,904,000 | 9,840,000 |
| PACKAGING CORP OF AMERICA | PKG | COM | $365,164,100 | 1,532,500 |
| WASTE CONNECTIONS INC | WCN | COM | $251,701,900 | 1,510,000 |
| SYLVAMO CORP | SLVM | COMMON STOCK | $238,610,761 | 6,312,454 |
| SUZANO SA - ADR | SUZ | SPON ADS | $188,723,200 | 24,320,000 |
| FORTUNE BRANDS INNOVATIONS INC | FBIN | COM | $100,192,500 | 1,825,000 |
| APTARGROUP INC | ATR | COM | $83,884,000 | 670,000 |
| Rayonier Inc | RYN | COM | $83,843,200 | 3,940,000 |
| Weyerhaeuser Co | WY | COM NEW | $72,777,600 | 3,040,000 |
| Builders FirstSource Inc | BLDR | COM | $64,246,640 | 718,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.