Q2 2025 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2025-08-13 · accession 0001879898-25-000006
$858.8M
Reported value
9
Positions
2025-06-30
Period end
The Brief · Atlas FRM LLC · Q2 2025
AI · grounded in 13F
Atlas FRM LLC established a new position in SLVM valued at $316.3M. The fund also initiated new stakes in SUZ for $163M and IP for $149.9M. Additional new positions include PKG, MHK, and SDA. Total assets under management stand at $858.8M across nine positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $316.3M | 36.8% | 6,312,454 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $163.0M | 19.0% | 17,320,000 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $149.9M | 17.5% | 3,200,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $100.8M | 11.7% | 535,000 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $63.7M | 7.42% | 608,000 | Common | SHARED |
| 81211K100 | SDA | SEALED AIR CORP NEW | $30.4M | 3.54% | 980,000 | Common | SHARED |
| 88337F105 | ODP1 | THE ODP CORP | $14.2M | 1.66% | 785,213 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $11.0M | 1.28% | 3,150,000 | Common | SHARED |
| 030506109 | AMWD | AMERICAN WOODMARK CORPORATIO | $9.4M | 1.10% | 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.