Q1 2024 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2024-05-14 · accession 0000899140-24-000603
$739.9M
Reported value
7
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $389.7M | 52.7% | 6,312,454 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $142.4M | 19.2% | 3,650,000 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $91.0M | 12.3% | 7,120,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $61.7M | 8.34% | 325,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $31.3M | 4.24% | 3,150,000 | Common | SHARED |
| 038336103 | ATR | APTARGROUP INC | $23.0M | 3.11% | 160,000 | Common | SHARED |
| 55003T107 | — | LL FLOORING HOLDINGS INC | $695,400 | 0.09% | 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.