13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0000899140-24-001199
Total Value
$1.04B
Positions
8
Other Managers
4
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $541.9M | 52.17% |
| 2 | INTERNATIONAL PAPER CO | 460146103 | 3,400,000 | $166.1M | 15.99% |
| 3 | SUZANO S A | SUZ | 15,320,000 | $153.2M | 14.75% |
| 4 | MOHAWK INDS INC | 608190104 | 365,000 | $58.6M | 5.65% |
| 5 | PACKAGING CORP AMER | 695156109 | 260,000 | $56.0M | 5.39% |
| 6 | SEALED AIR CORP NEW | SE | 900,000 | $32.7M | 3.15% |
| 7 | MERCER INTL INC | 588056101 | 3,150,000 | $21.3M | 2.05% |
| 8 | APTARGROUP INC | ATR | 55,000 | $8.8M | 0.85% |