Filed: 2/14/2025ACC: 0000899140-25-000326
📋 What this filing means
ATLAS FRM LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $1.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.06B
Total AUM (reported)
32.78M
Total Shares
Allocation by class
COMMON STOCK$498.81M47.1%
COM$385.07M36.4%
SPON ADS$175.28M16.5%
Portfolio Concentration
Top 3$854.39M80.7%
4–10$204.78M19.3%
Top 3 weight
80.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 32.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
32.78M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other10
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings10
Rows:
SYLVAMO CORP
DFNDShares6.31M
TypeSH
Market value$498.81M
47.09%
Sole
0.00
Shared
6.31M
None
0.00
INTERNATIONAL PAPER CO
DFNDShares3.35M
TypeSH
Market value$180.30M
17.02%
Sole
0.00
Shared
3.35M
None
0.00
SUZANO S A
DFNDShares17.32M
TypeSH
Market value$175.28M
16.55%
Sole
0.00
Shared
17.32M
None
0.00
PACKAGING CORP AMER
DFNDShares280K
TypeSH
Market value$63.04M
5.95%
Sole
0.00
Shared
280K
None
0.00
MOHAWK INDS INC
DFNDShares405K
TypeSH
Market value$48.25M
4.56%
Sole
0.00
Shared
405K
None
0.00
SEALED AIR CORP NEW
DFNDShares760K
TypeSH
Market value$25.71M
2.43%
Sole
0.00
Shared
760K
None
0.00
MERCER INTL INC
DFNDShares3.15M
TypeSH
Market value$20.48M
1.93%
Sole
0.00
Shared
3.15M
None
0.00
LAMB WESTON HLDGS INC
DFNDShares305K
TypeSH
Market value$20.38M
1.92%
Sole
0.00
Shared
305K
None
0.00
THE ODP CORP
DFNDShares785.21K
TypeSH
Market value$17.86M
1.69%
Sole
0.00
Shared
785.21K
None
0.00
AMERICAN WOODMARK CORPORATIO
DFNDShares114K
TypeSH
Market value$9.07M
0.86%
Sole
0.00
Shared
114K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYLVAMO CORPDFND | COMMON STOCK | 6.31M | SH | $498.81M 47.09% | 0.00 | 6.31M | 0.00 |
INTERNATIONAL PAPER CODFND | COM | 3.35M | SH | $180.30M 17.02% | 0.00 | 3.35M | 0.00 |
SUZANO S ADFND | SPON ADS | 17.32M | SH | $175.28M 16.55% | 0.00 | 17.32M | 0.00 |
PACKAGING CORP AMERDFND | COM | 280K | SH | $63.04M 5.95% | 0.00 | 280K | 0.00 |
MOHAWK INDS INCDFND | COM | 405K | SH | $48.25M 4.56% | 0.00 | 405K | 0.00 |
SEALED AIR CORP NEWDFND | COM | 760K | SH | $25.71M 2.43% | 0.00 | 760K | 0.00 |
MERCER INTL INCDFND | COM | 3.15M | SH | $20.48M 1.93% | 0.00 | 3.15M | 0.00 |
LAMB WESTON HLDGS INCDFND | COM | 305K | SH | $20.38M 1.92% | 0.00 | 305K | 0.00 |
THE ODP CORPDFND | COM | 785.21K | SH | $17.86M 1.69% | 0.00 | 785.21K | 0.00 |
AMERICAN WOODMARK CORPORATIODFND | COM | 114K | SH | $9.07M 0.86% | 0.00 | 114K | 0.00 |