13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000899140-25-000326
Total Value
$1.06B
Positions
15
Other Managers
4
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $498.8M | 47.09% |
| 2 | SUZANO S A | SUZ | 11,120,000 | $112.5M | 10.62% |
| 3 | INTERNATIONAL PAPER CO | 460146103 | 1,850,000 | $99.6M | 9.40% |
| 4 | INTERNATIONAL PAPER CO | 460146103 | 1,500,000 | $80.7M | 7.62% |
| 5 | SUZANO S A | SUZ | 6,200,000 | $62.7M | 5.92% |
| 6 | PACKAGING CORP AMER | 695156109 | 253,639 | $57.1M | 5.39% |
| 7 | MOHAWK INDS INC | 608190104 | 370,000 | $44.1M | 4.16% |
| 8 | SEALED AIR CORP NEW | SE | 760,000 | $25.7M | 2.43% |
| 9 | LAMB WESTON HLDGS INC | LW | 305,000 | $20.4M | 1.92% |
| 10 | THE ODP CORP | 88337F105 | 785,213 | $17.9M | 1.69% |
| 11 | MERCER INTL INC | 588056101 | 2,045,023 | $13.3M | 1.26% |
| 12 | AMERICAN WOODMARK CORPORATIO | AMWD | 114,000 | $9.1M | 0.86% |
| 13 | MERCER INTL INC | 588056101 | 1,104,977 | $7.2M | 0.68% |
| 14 | PACKAGING CORP AMER | 695156109 | 26,361 | $5.9M | 0.56% |
| 15 | MOHAWK INDS INC | 608190104 | 35,000 | $4.2M | 0.39% |