13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001879898-25-000006
Total Value
$858.8M
Positions
15
Other Managers
4
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $316.3M | 36.83% |
| 2 | SUZANO S A | SUZ | 11,120,000 | $104.6M | 12.18% |
| 3 | INTERNATIONAL PAPER CO | 460146103 | 1,775,000 | $83.1M | 9.68% |
| 4 | PACKAGING CORP AMER | 695156109 | 358,639 | $67.6M | 7.87% |
| 5 | INTERNATIONAL PAPER CO | 460146103 | 1,425,000 | $66.7M | 7.77% |
| 6 | SUZANO S A | SUZ | 6,200,000 | $58.3M | 6.79% |
| 7 | MOHAWK INDS INC | 608190104 | 440,000 | $46.1M | 5.37% |
| 8 | PACKAGING CORP AMER | 695156109 | 176,361 | $33.2M | 3.87% |
| 9 | SEALED AIR CORP NEW | SE | 570,000 | $17.7M | 2.06% |
| 10 | MOHAWK INDS INC | 608190104 | 168,000 | $17.6M | 2.05% |
| 11 | THE ODP CORP | 88337F105 | 785,213 | $14.2M | 1.66% |
| 12 | SEALED AIR CORP NEW | SE | 410,000 | $12.7M | 1.48% |
| 13 | AMERICAN WOODMARK CORPORATIO | AMWD | 177,000 | $9.4M | 1.10% |
| 14 | MERCER INTL INC | 588056101 | 2,045,023 | $7.2M | 0.83% |
| 15 | MERCER INTL INC | 588056101 | 1,104,977 | $3.9M | 0.45% |