Q3 2024 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2024-11-13 · accession 0000899140-24-001199
$1.04B
Reported value
8
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $541.9M | 52.2% | 6,312,454 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $166.1M | 16.0% | 3,400,000 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $153.2M | 14.7% | 15,320,000 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $58.6M | 5.65% | 365,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $56.0M | 5.39% | 260,000 | Common | SHARED |
| 81211K100 | SDA | SEALED AIR CORP NEW | $32.7M | 3.15% | 900,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $21.3M | 2.05% | 3,150,000 | Common | SHARED |
| 038336103 | ATR | APTARGROUP INC | $8.8M | 0.85% | 55,000 | 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.