13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000899140-25-000698
Total Value
$933.1M
Positions
14
Other Managers
4
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $423.4M | 45.37% |
| 2 | SUZANO S A | SUZ | 11,120,000 | $103.3M | 11.07% |
| 3 | INTERNATIONAL PAPER CO | 460146103 | 1,775,000 | $94.7M | 10.15% |
| 4 | INTERNATIONAL PAPER CO | 460146103 | 1,425,000 | $76.0M | 8.15% |
| 5 | PACKAGING CORP AMER | 695156109 | 308,639 | $61.1M | 6.55% |
| 6 | SUZANO S A | SUZ | 6,200,000 | $57.6M | 6.17% |
| 7 | MOHAWK INDS INC | 608190104 | 440,000 | $50.2M | 5.38% |
| 8 | SEALED AIR CORP NEW | SE | 570,000 | $16.5M | 1.77% |
| 9 | MERCER INTL INC | 588056101 | 2,045,023 | $12.6M | 1.35% |
| 10 | THE ODP CORP | 88337F105 | 785,213 | $11.3M | 1.21% |
| 11 | AMERICAN WOODMARK CORPORATIO | AMWD | 177,000 | $10.4M | 1.12% |
| 12 | MERCER INTL INC | 588056101 | 1,104,977 | $6.8M | 0.73% |
| 13 | PACKAGING CORP AMER | 695156109 | 26,361 | $5.2M | 0.56% |
| 14 | MOHAWK INDS INC | 608190104 | 35,000 | $4.0M | 0.43% |