13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000899140-23-000310
Total Value
$515.1M
Positions
8
Other Managers
2
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $306.7M | 59.55% |
| 2 | INTERNATIONAL PAPER CO | 460146103 | 2,075,000 | $71.9M | 13.95% |
| 3 | PACKAGING CORP AMER | 695156109 | 550,000 | $70.4M | 13.66% |
| 4 | MERCER INTL INC | 588056101 | 2,200,000 | $25.6M | 4.97% |
| 5 | PILGRIMS PRIDE CORP | PPC | 1,050,000 | $24.9M | 4.84% |
| 6 | DARLING INGREDIENTS INC | DAR | 200,000 | $12.5M | 2.43% |
| 7 | LL FLOORING HOLDINGS INC | 55003T107 | 380,000 | $2.1M | 0.41% |
| 8 | HORIZON GLOBAL CORP | 44052W104 | 2,473,904 | $961,854 | 0.19% |