13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0000899140-23-000617
Total Value
$502.2M
Positions
7
Other Managers
2
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $292.0M | 58.15% |
| 2 | PACKAGING CORP AMER | 695156109 | 550,000 | $76.4M | 15.21% |
| 3 | INTERNATIONAL PAPER CO | 460146103 | 2,075,000 | $74.8M | 14.90% |
| 4 | PILGRIMS PRIDE CORP | PPC | 1,050,000 | $24.3M | 4.85% |
| 5 | MERCER INTL INC | 588056101 | 2,200,000 | $21.5M | 4.28% |
| 6 | DARLING INGREDIENTS INC | DAR | 200,000 | $11.7M | 2.33% |
| 7 | LL FLOORING HOLDINGS INC | 55003T107 | 380,000 | $1.4M | 0.29% |