Q4 2024 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2025-02-14 · accession 0000899140-25-000326
$1.06B
Reported value
10
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $498.8M | 47.1% | 6,312,454 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $180.3M | 17.0% | 3,350,000 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $175.3M | 16.5% | 17,320,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $63.0M | 5.95% | 280,000 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $48.2M | 4.56% | 405,000 | Common | SHARED |
| 81211K100 | SDA | SEALED AIR CORP NEW | $25.7M | 2.43% | 760,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $20.5M | 1.93% | 3,150,000 | Common | SHARED |
| 513272104 | LW | LAMB WESTON HLDGS INC | $20.4M | 1.92% | 305,000 | Common | SHARED |
| 88337F105 | ODP1 | THE ODP CORP | $17.9M | 1.69% | 785,213 | Common | SHARED |
| 030506109 | AMWD | AMERICAN WOODMARK CORPORATIO | $9.1M | 0.86% | 114,000 | 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.