Q2 2023 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2023-08-14 · accession 0000899140-23-000864
$523.0M
Reported value
9
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $255.3M | 48.8% | 6,312,454 | Common | SHARED |
| 96145D105 | WRKUSD | WESTROCK CO | $78.5M | 15.0% | 2,700,000 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $63.6M | 12.2% | 2,000,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $51.5M | 9.86% | 390,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $25.4M | 4.86% | 3,150,000 | Common | SHARED |
| 72147K108 | PPC | PILGRIMS PRIDE CORP | $20.5M | 3.92% | 955,000 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $13.8M | 2.64% | 1,500,000 | Common | SHARED |
| 237266101 | DAR | DARLING INGREDIENTS INC | $12.8M | 2.44% | 200,000 | Common | SHARED |
| 55003T107 | — | LL FLOORING HOLDINGS INC | $1.5M | 0.28% | 380,000 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.