13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001879898-25-000015
Total Value
$858.8M
Positions
14
Other Managers
4
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $279.1M | 32.50% |
| 2 | PACKAGING CORP AMER | 695156109 | 483,639 | $105.4M | 12.27% |
| 3 | SUZANO S A | SUZ | 11,120,000 | $104.5M | 12.17% |
| 4 | INTERNATIONAL PAPER CO | 460146103 | 1,775,000 | $82.4M | 9.59% |
| 5 | INTERNATIONAL PAPER CO | 460146103 | 1,425,000 | $66.1M | 7.70% |
| 6 | SUZANO S A | SUZ | 6,200,000 | $58.3M | 6.79% |
| 7 | PACKAGING CORP AMER | 695156109 | 201,361 | $43.9M | 5.11% |
| 8 | SEALED AIR CORP NEW | SE | 943,500 | $33.4M | 3.88% |
| 9 | MOHAWK INDS INC | 608190104 | 205,000 | $26.4M | 3.08% |
| 10 | THE ODP CORP | 88337F105 | 785,213 | $21.9M | 2.55% |
| 11 | SEALED AIR CORP NEW | SE | 435,500 | $15.4M | 1.79% |
| 12 | AMERICAN WOODMARK CORPORATIO | AMWD | 195,000 | $13.0M | 1.52% |
| 13 | MERCER INTL INC | 588056101 | 2,045,023 | $5.9M | 0.69% |
| 14 | MERCER INTL INC | 588056101 | 1,104,977 | $3.2M | 0.37% |