13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0000899140-24-000603
Total Value
$739.9M
Positions
7
Other Managers
4
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $389.7M | 52.67% |
| 2 | INTERNATIONAL PAPER CO | 460146103 | 3,650,000 | $142.4M | 19.25% |
| 3 | SUZANO S A | SUZ | 7,120,000 | $91.0M | 12.30% |
| 4 | PACKAGING CORP AMER | 695156109 | 325,000 | $61.7M | 8.34% |
| 5 | MERCER INTL INC | 588056101 | 3,150,000 | $31.3M | 4.24% |
| 6 | APTARGROUP INC | ATR | 160,000 | $23.0M | 3.11% |
| 7 | LL FLOORING HOLDINGS INC | 55003T107 | 380,000 | $695,400 | 0.09% |