Filed: 5/15/2025ACC: 0000899140-25-000698
📋 What this filing means
ATLAS FRM LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $933.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$933.08M
Total AUM (reported)
32.32M
Total Shares
Allocation by class
COMMON STOCK$423.38M45.4%
COM$348.80M37.4%
SPON ADS$160.90M17.2%
Portfolio Concentration
Top 3$755.00M80.9%
4–10$178.08M19.1%
Top 3 weight
80.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 32.32M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
32.32M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other9
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings9
Rows:
SYLVAMO CORP
DFNDShares6.31M
TypeSH
Market value$423.38M
45.37%
Sole
0.00
Shared
6.31M
None
0.00
INTERNATIONAL PAPER CO
DFNDShares3.20M
TypeSH
Market value$170.72M
18.30%
Sole
0.00
Shared
3.20M
None
0.00
SUZANO S A
DFNDShares17.32M
TypeSH
Market value$160.90M
17.24%
Sole
0.00
Shared
17.32M
None
0.00
PACKAGING CORP AMER
DFNDShares335K
TypeSH
Market value$66.34M
7.11%
Sole
0.00
Shared
335K
None
0.00
MOHAWK INDS INC
DFNDShares475K
TypeSH
Market value$54.24M
5.81%
Sole
0.00
Shared
475K
None
0.00
MERCER INTL INC
DFNDShares3.15M
TypeSH
Market value$19.37M
2.08%
Sole
0.00
Shared
3.15M
None
0.00
SEALED AIR CORP NEW
DFNDShares570K
TypeSH
Market value$16.47M
1.77%
Sole
0.00
Shared
570K
None
0.00
THE ODP CORP
DFNDShares785.21K
TypeSH
Market value$11.25M
1.21%
Sole
0.00
Shared
785.21K
None
0.00
AMERICAN WOODMARK CORPORATIO
DFNDShares177K
TypeSH
Market value$10.41M
1.12%
Sole
0.00
Shared
177K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYLVAMO CORPDFND | COMMON STOCK | 6.31M | SH | $423.38M 45.37% | 0.00 | 6.31M | 0.00 |
INTERNATIONAL PAPER CODFND | COM | 3.20M | SH | $170.72M 18.30% | 0.00 | 3.20M | 0.00 |
SUZANO S ADFND | SPON ADS | 17.32M | SH | $160.90M 17.24% | 0.00 | 17.32M | 0.00 |
PACKAGING CORP AMERDFND | COM | 335K | SH | $66.34M 7.11% | 0.00 | 335K | 0.00 |
MOHAWK INDS INCDFND | COM | 475K | SH | $54.24M 5.81% | 0.00 | 475K | 0.00 |
MERCER INTL INCDFND | COM | 3.15M | SH | $19.37M 2.08% | 0.00 | 3.15M | 0.00 |
SEALED AIR CORP NEWDFND | COM | 570K | SH | $16.47M 1.77% | 0.00 | 570K | 0.00 |
THE ODP CORPDFND | COM | 785.21K | SH | $11.25M 1.21% | 0.00 | 785.21K | 0.00 |
AMERICAN WOODMARK CORPORATIODFND | COM | 177K | SH | $10.41M 1.12% | 0.00 | 177K | 0.00 |