Q1 2025 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2025-05-15 · accession 0000899140-25-000698
$933.1M
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $423.4M | 45.4% | 6,312,454 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $170.7M | 18.3% | 3,200,000 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $160.9M | 17.2% | 17,320,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $66.3M | 7.11% | 335,000 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $54.2M | 5.81% | 475,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $19.4M | 2.08% | 3,150,000 | Common | SHARED |
| 81211K100 | SDA | SEALED AIR CORP NEW | $16.5M | 1.77% | 570,000 | Common | SHARED |
| 88337F105 | ODP1 | THE ODP CORP | $11.3M | 1.21% | 785,213 | Common | SHARED |
| 030506109 | AMWD | AMERICAN WOODMARK CORPORATIO | $10.4M | 1.12% | 177,000 | 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.