Q2 2024 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2024-08-14 · accession 0000899140-24-000897
$754.6M
Reported value
7
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $433.0M | 57.4% | 6,312,454 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $157.5M | 20.9% | 3,650,000 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $126.5M | 16.8% | 12,320,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $26.9M | 3.56% | 3,150,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $7.3M | 0.97% | 40,000 | Common | SHARED |
| 038336103 | ATR | APTARGROUP INC | $2.8M | 0.37% | 20,000 | Common | SHARED |
| 55003T107 | — | LL FLOORING HOLDINGS INC | $543,460 | 0.07% | 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.