13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000899140-23-000864
Total Value
$523.0M
Positions
9
Other Managers
2
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $255.3M | 48.82% |
| 2 | WESTROCK CO | WEST | 2,700,000 | $78.5M | 15.01% |
| 3 | INTERNATIONAL PAPER CO | 460146103 | 2,000,000 | $63.6M | 12.16% |
| 4 | PACKAGING CORP AMER | 695156109 | 390,000 | $51.5M | 9.86% |
| 5 | MERCER INTL INC | 588056101 | 3,150,000 | $25.4M | 4.86% |
| 6 | PILGRIMS PRIDE CORP | PPC | 955,000 | $20.5M | 3.92% |
| 7 | SUZANO S A | SUZ | 1,500,000 | $13.8M | 2.64% |
| 8 | DARLING INGREDIENTS INC | DAR | 200,000 | $12.8M | 2.44% |
| 9 | LL FLOORING HOLDINGS INC | 55003T107 | 380,000 | $1.5M | 0.28% |