Q4 2023 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2024-02-12 · accession 0000899140-24-000199
$580.4M
Reported value
10
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $310.0M | 53.4% | 6,312,454 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $104.8M | 18.1% | 2,900,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $59.5M | 10.2% | 365,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $29.9M | 5.15% | 3,150,000 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $27.5M | 4.74% | 2,420,000 | Common | SHARED |
| 902494103 | TSN | TYSON FOODS INC | $18.8M | 3.24% | 350,000 | Common | SHARED |
| 128030202 | CALM | CAL MAINE FOODS INC | $17.2M | 2.97% | 300,000 | Common | SHARED |
| 237266101 | DAR | DARLING INGREDIENTS INC | $10.0M | 1.72% | 200,000 | Common | SHARED |
| 55003T107 | — | LL FLOORING HOLDINGS INC | $1.5M | 0.26% | 380,000 | Common | SHARED |
| 038336103 | ATR | APTARGROUP INC | $1.2M | 0.21% | 10,000 | 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.