13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000899140-23-001058
Total Value
$605.5M
Positions
11
Other Managers
2
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $277.4M | 45.81% |
| 2 | INTERNATIONAL PAPER CO | 460146103 | 2,600,000 | $92.2M | 15.23% |
| 3 | WESTROCK CO | WEST | 2,100,000 | $75.2M | 12.42% |
| 4 | PACKAGING CORP AMER | 695156109 | 460,000 | $70.6M | 11.67% |
| 5 | MERCER INTL INC | 588056101 | 3,150,000 | $27.0M | 4.46% |
| 6 | PILGRIMS PRIDE CORP | PPC | 780,000 | $17.8M | 2.94% |
| 7 | TYSON FOODS INC | TSN | 250,000 | $12.6M | 2.08% |
| 8 | SUZANO S A | SUZ | 1,050,000 | $11.3M | 1.86% |
| 9 | DARLING INGREDIENTS INC | DAR | 200,000 | $10.4M | 1.72% |
| 10 | CAL MAINE FOODS INC | CALM | 200,000 | $9.7M | 1.60% |
| 11 | LL FLOORING HOLDINGS INC | 55003T107 | 380,000 | $1.2M | 0.20% |