Filed: 11/13/2024ACC: 0000899140-24-001199
📋 What this filing means
ATLAS FRM LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$1.04B
Total AUM (reported)
29.76M
Total Shares
Allocation by class
COMMON STOCK$541.92M52.2%
COM$343.55M33.1%
SPON ADS$153.20M14.7%
Portfolio Concentration
Top 3$861.21M82.9%
4–10$177.46M17.1%
Top 3 weight
82.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 29.76M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
29.76M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other8
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings8
Rows:
SYLVAMO CORP
DFNDShares6.31M
TypeSH
Market value$541.92M
52.17%
Sole
0.00
Shared
6.31M
None
0.00
INTERNATIONAL PAPER CO
DFNDShares3.40M
TypeSH
Market value$166.09M
15.99%
Sole
0.00
Shared
3.40M
None
0.00
SUZANO S A
DFNDShares15.32M
TypeSH
Market value$153.20M
14.75%
Sole
0.00
Shared
15.32M
None
0.00
MOHAWK INDS INC
DFNDShares365K
TypeSH
Market value$58.65M
5.65%
Sole
0.00
Shared
365K
None
0.00
PACKAGING CORP AMER
DFNDShares260K
TypeSH
Market value$56.00M
5.39%
Sole
0.00
Shared
260K
None
0.00
SEALED AIR CORP NEW
DFNDShares900K
TypeSH
Market value$32.67M
3.15%
Sole
0.00
Shared
900K
None
0.00
MERCER INTL INC
DFNDShares3.15M
TypeSH
Market value$21.33M
2.05%
Sole
0.00
Shared
3.15M
None
0.00
APTARGROUP INC
DFNDShares55K
TypeSH
Market value$8.81M
0.85%
Sole
0.00
Shared
55K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYLVAMO CORPDFND | COMMON STOCK | 6.31M | SH | $541.92M 52.17% | 0.00 | 6.31M | 0.00 |
INTERNATIONAL PAPER CODFND | COM | 3.40M | SH | $166.09M 15.99% | 0.00 | 3.40M | 0.00 |
SUZANO S ADFND | SPON ADS | 15.32M | SH | $153.20M 14.75% | 0.00 | 15.32M | 0.00 |
MOHAWK INDS INCDFND | COM | 365K | SH | $58.65M 5.65% | 0.00 | 365K | 0.00 |
PACKAGING CORP AMERDFND | COM | 260K | SH | $56.00M 5.39% | 0.00 | 260K | 0.00 |
SEALED AIR CORP NEWDFND | COM | 900K | SH | $32.67M 3.15% | 0.00 | 900K | 0.00 |
MERCER INTL INCDFND | COM | 3.15M | SH | $21.33M 2.05% | 0.00 | 3.15M | 0.00 |
APTARGROUP INCDFND | COM | 55K | SH | $8.81M 0.85% | 0.00 | 55K | 0.00 |