Ratings by Seaport Global Securities (Mark Weintraub)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/6/2025 | Smurfit Westrock | SW | Upgrade | Buy (Neutral) |
41.98 (42.85) |
2.07% | Details | |
| 10/6/2025 | Packaging Corp. of America | PKG | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2025 | International Paper | IP | Downgrade | Neutral (Buy) |
47.17 (39.53) |
-16.2% | Details | |
| 5/5/2025 | International Paper | IP | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2025 | Packaging Corp. of America | PKG | Upgrade | Buy (Neutral) |
204.69 (222.52) |
8.71% | Details | |
| 10/31/2024 | Potlatch | PCH | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2024 | Smurfit Westrock | SW | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | Graphic Packaging Holding Company | GPK | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2024 | International Paper | IP | Upgrade | Buy (Neutral) |
43.25 (39.53) |
-8.6% | Details | |
| 1/29/2024 | WestRock LLC | WRK | Downgrade | Neutral (Buy) |
42.39 (51.51) |
21.51% | Details | |
| 1/29/2024 | Packaging Corp. of America | PKG | Downgrade | Neutral (Buy) |
171.96 (222.52) |
29.4% | Details | |
| 1/22/2024 | Toll Bros. | TOL | Downgrade | Neutral (Buy) |
99.31 (147.68) |
48.71% | Details | |
| 1/22/2024 | D.R. Horton | DHI | Downgrade | Neutral (Buy) |
152.53 (147.26) |
-3.46% | Details | |
| 1/11/2024 | KB Home | KBH | Downgrade | Neutral (Buy) |
62.54 (57.79) |
-7.6% | Details | |
| 11/27/2023 | Packaging Corp. of America | PKG | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Toll Bros. | TOL | Upgrade | Buy (Neutral) |
74.25 (147.68) |
98.9% | Details | |
| 11/2/2023 | KB Home | KBH | Upgrade | Buy (Neutral) |
46.47 (57.79) |
24.36% | Details | |
| 11/2/2023 | Rayonier | RYN | Upgrade | Buy (Neutral) |
25.24 (21.55) |
-14.62% | Details | |
| 9/29/2023 | Weyerhaeuser | WY | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2023 | Weyerhaeuser | WY | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | PulteGroup | PHM | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2023 | Sonoco Products | SON | Upgrade | Buy (Neutral) |
54.10 (53.34) |
-1.4% | Details | |
| 2/6/2023 | WestRock LLC | WRK | Maintain | Buy (N/A) |
|
Details | ||
| 12/20/2022 | Lennar | LEN | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2022 | Packaging Corp. of America | PKG | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2022 | Weyerhaeuser | WY | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2022 | Potlatch | PCH | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2022 | Packaging Corp. of America | PKG | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2022 | Weyerhaeuser | WY | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2022 | Potlatch | PCH | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2022 | Sonoco Products | SON | Downgrade | Neutral (Buy) |
66.81 (53.34) |
-20.16% | Details | |
| 1/28/2022 | International Paper | IP | Downgrade | Neutral (Buy) |
46.39 (39.53) |
-14.79% | Details | |
| 1/28/2022 | Packaging Corp. of America | PKG | Upgrade | Buy (Neutral) |
143.49 (222.52) |
55.08% | Details | |
| 1/21/2022 | KB Home | KBH | Upgrade | Buy (Neutral) |
41.52 (57.79) |
39.19% | Details | |
| 1/14/2022 | D.R. Horton | DHI | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2022 | KB Home | KBH | Downgrade | Neutral (Buy) |
49.38 (57.79) |
17.03% | Details | |
| 1/14/2022 | Lennar | LEN | Upgrade | Buy (Neutral) |
108.54 (101.17) |
-6.79% | Details | |
| 10/28/2021 | International Paper | IP | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2021 | KB Home | KBH | Upgrade | Buy (Neutral) |
38.93 (49.38) |
26.84% | Details | |
| 5/4/2021 | Potlatch | PCH | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | Graphic Packaging Holding Company | GPK | Upgrade | Buy (Neutral) |
18.01 (11.22) |
-37.7% | Details | |
| 2/9/2021 | KB Home | KBH | Downgrade | Neutral (Buy) |
45.08 (57.79) |
28.19% | Details | |
| 2/5/2021 | International Paper | IP | Upgrade | Buy (Neutral) |
46.75 (46.39) |
-0.77% | Details | |
| 1/11/2021 | Graphic Packaging Holding Company | GPK | Downgrade | Neutral (Buy) |
18.00 (11.22) |
-37.67% | Details | |
| 11/10/2020 | KB Home | KBH | Upgrade | Buy (Neutral) |
30.39 (57.79) |
90.16% | Details | |
| 9/8/2020 | Graphic Packaging Holding Company | GPK | Upgrade | Buy (Neutral) |
14.48 (11.22) |
-22.51% | Details | |
| 8/13/2020 | KB Home | KBH | Downgrade | Neutral (Buy) |
36.61 (57.79) |
57.85% | Details | |
| 7/13/2020 | Lennar | LEN | Downgrade | Neutral (Buy) |
65.26 (108.54) |
66.32% | Details | |
| 7/13/2020 | KB Home | KBH | Upgrade | Buy (Neutral) |
30.53 (57.79) |
89.29% | Details | |
| 11/4/2019 | PulteGroup | PHM | Downgrade | Neutral (Buy) |
40.03 (127.84) |
219.36% | Details | |
| 11/4/2019 | KB Home | KBH | Downgrade | Neutral (Buy) |
36.32 (57.79) |
59.11% | Details | |
| 8/23/2019 | Toll Bros. | TOL | New Coverage | Neutral (N/A) |
36.00 (147.68) |
310.22% | Details | |
| 8/23/2019 | PulteGroup | PHM | New Coverage | Buy (N/A) |
33.16 (40.03) |
20.72% | Details | |
| 8/23/2019 | Lennar | LEN | New Coverage | Buy (N/A) |
52.00 (101.17) |
94.56% | Details | |
| 8/23/2019 | KB Home | KBH | New Coverage | Buy (N/A) |
28.47 (36.32) |
27.57% | Details | |
| 8/23/2019 | D.R. Horton | DHI | New Coverage | Buy (N/A) |
50.34 (147.26) |
192.53% | Details | |
| 7/12/2019 | Packaging Corp. of America | PKG | Downgrade | Neutral (Buy) |
98.95 (143.49) |
45.01% | Details | |
| 1/23/2019 | Weyerhaeuser | WY | New Coverage | Buy (N/A) |
25.08 (24.50) |
-2.31% | Details | |
| 12/11/2018 | Graphic Packaging Holding Company | GPK | New Coverage | Neutral (N/A) |
11.40 (11.22) |
-1.58% | Details | |
| 10/23/2018 | Louisiana-Pacific Corp | LPX | New Coverage | Buy (N/A) |
21.80 (77.70) |
256.42% | Details | |
| 10/23/2018 | Norbord | OSB | New Coverage | Buy (N/A) |
26.10 (43.13) |
65.25% | Details | |
| 10/23/2018 | International Paper | IP | New Coverage | Neutral (N/A) |
40.93 (39.53) |
-3.42% | Details | |
| 10/23/2018 | WestRock LLC | WRK | New Coverage | Buy (N/A) |
42.48 (51.51) |
21.26% | Details | |
| 10/23/2018 | Packaging Corp. of America | PKG | New Coverage | Buy (N/A) |
87.92 (98.95) |
12.55% | Details |

