13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000899140-24-000897
Total Value
$754.6M
Positions
7
Other Managers
4
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $433.0M | 57.38% |
| 2 | INTERNATIONAL PAPER CO | 460146103 | 3,650,000 | $157.5M | 20.87% |
| 3 | SUZANO S A | SUZ | 12,320,000 | $126.5M | 16.77% |
| 4 | MERCER INTL INC | 588056101 | 3,150,000 | $26.9M | 3.56% |
| 5 | PACKAGING CORP AMER | 695156109 | 40,000 | $7.3M | 0.97% |
| 6 | APTARGROUP INC | ATR | 20,000 | $2.8M | 0.37% |
| 7 | LL FLOORING HOLDINGS INC | 55003T107 | 380,000 | $543,460 | 0.07% |