Filed: 8/13/2025ACC: 0001879898-25-000006
📋 What this filing means
ATLAS FRM LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $858.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$858.77M
Total AUM (reported)
33.07M
Total Shares
Allocation by class
COM$379.54M44.2%
COMMON STOCK$316.25M36.8%
SPON ADS$162.98M19.0%
Portfolio Concentration
Top 3$629.09M73.3%
4–10$229.68M26.7%
Top 3 weight
73.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 33.07M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
33.07M
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$316.25M
36.83%
Sole
0.00
Shared
6.31M
None
0.00
SUZANO S A
DFNDShares17.32M
TypeSH
Market value$162.98M
18.98%
Sole
0.00
Shared
17.32M
None
0.00
INTERNATIONAL PAPER CO
DFNDShares3.20M
TypeSH
Market value$149.86M
17.45%
Sole
0.00
Shared
3.20M
None
0.00
PACKAGING CORP AMER
DFNDShares535K
TypeSH
Market value$100.82M
11.74%
Sole
0.00
Shared
535K
None
0.00
MOHAWK INDS INC
DFNDShares608K
TypeSH
Market value$63.74M
7.42%
Sole
0.00
Shared
608K
None
0.00
SEALED AIR CORP NEW
DFNDShares980K
TypeSH
Market value$30.41M
3.54%
Sole
0.00
Shared
980K
None
0.00
THE ODP CORP
DFNDShares785.21K
TypeSH
Market value$14.24M
1.66%
Sole
0.00
Shared
785.21K
None
0.00
MERCER INTL INC
DFNDShares3.15M
TypeSH
Market value$11.03M
1.28%
Sole
0.00
Shared
3.15M
None
0.00
AMERICAN WOODMARK CORPORATIO
DFNDShares177K
TypeSH
Market value$9.45M
1.10%
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 | $316.25M 36.83% | 0.00 | 6.31M | 0.00 |
SUZANO S ADFND | SPON ADS | 17.32M | SH | $162.98M 18.98% | 0.00 | 17.32M | 0.00 |
INTERNATIONAL PAPER CODFND | COM | 3.20M | SH | $149.86M 17.45% | 0.00 | 3.20M | 0.00 |
PACKAGING CORP AMERDFND | COM | 535K | SH | $100.82M 11.74% | 0.00 | 535K | 0.00 |
MOHAWK INDS INCDFND | COM | 608K | SH | $63.74M 7.42% | 0.00 | 608K | 0.00 |
SEALED AIR CORP NEWDFND | COM | 980K | SH | $30.41M 3.54% | 0.00 | 980K | 0.00 |
THE ODP CORPDFND | COM | 785.21K | SH | $14.24M 1.66% | 0.00 | 785.21K | 0.00 |
MERCER INTL INCDFND | COM | 3.15M | SH | $11.03M 1.28% | 0.00 | 3.15M | 0.00 |
AMERICAN WOODMARK CORPORATIODFND | COM | 177K | SH | $9.45M 1.10% | 0.00 | 177K | 0.00 |