Q3 2025 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2025-11-13 · accession 0001879898-25-000015
$858.8M
Reported value
9
Positions
2025-09-30
Period end
The Brief · Atlas FRM LLC · Q3 2025
AI · grounded in 13F
Atlas FRM LLC established a new position in SLVM valued at $279.1M. The fund also initiated new stakes in SUZ for $162.8M and PKG for $149.3M. Additional new positions include IP at $148.5M, SDA at $48.7M, and MHK at $26.4M. Total assets under management stand at $858.8M across 9 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 871332102 | SLVM | SYLVAMO CORP | $279.1M | 32.5% | 6,312,454 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $162.8M | 19.0% | 17,320,000 | Common | SHARED |
| 695156109 | PKG | PACKAGING CORP AMER | $149.3M | 17.4% | 685,000 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $148.5M | 17.3% | 3,200,000 | Common | SHARED |
| 81211K100 | SDA | SEALED AIR CORP NEW | $48.7M | 5.68% | 1,379,000 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $26.4M | 3.08% | 205,000 | Common | SHARED |
| 88337F105 | ODP1 | THE ODP CORP | $21.9M | 2.55% | 785,213 | Common | SHARED |
| 030506109 | AMWD | AMERICAN WOODMARK CORPORATIO | $13.0M | 1.52% | 195,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $9.1M | 1.06% | 3,150,000 | 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.