Filed: 11/13/2025ACC: 0001879898-25-000015
📋 What this filing means
ATLAS FRM LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $858.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$858.84M
Total AUM (reported)
33.23M
Total Shares
Allocation by class
COM$416.90M48.5%
COMMON STOCK$279.14M32.5%
SPON ADS$162.81M19.0%
Portfolio Concentration
Top 3$591.23M68.8%
4–10$267.61M31.2%
Top 3 weight
68.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 33.23M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
33.23M
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$279.14M
32.50%
Sole
0.00
Shared
6.31M
None
0.00
SUZANO S A
DFNDShares17.32M
TypeSH
Market value$162.81M
18.96%
Sole
0.00
Shared
17.32M
None
0.00
PACKAGING CORP AMER
DFNDShares685K
TypeSH
Market value$149.28M
17.38%
Sole
0.00
Shared
685K
None
0.00
INTERNATIONAL PAPER CO
DFNDShares3.20M
TypeSH
Market value$148.48M
17.29%
Sole
0.00
Shared
3.20M
None
0.00
SEALED AIR CORP NEW
DFNDShares1.38M
TypeSH
Market value$48.75M
5.68%
Sole
0.00
Shared
1.38M
None
0.00
MOHAWK INDS INC
DFNDShares205K
TypeSH
Market value$26.43M
3.08%
Sole
0.00
Shared
205K
None
0.00
THE ODP CORP
DFNDShares785.21K
TypeSH
Market value$21.87M
2.55%
Sole
0.00
Shared
785.21K
None
0.00
AMERICAN WOODMARK CORPORATIO
DFNDShares195K
TypeSH
Market value$13.02M
1.52%
Sole
0.00
Shared
195K
None
0.00
MERCER INTL INC
DFNDShares3.15M
TypeSH
Market value$9.07M
1.06%
Sole
0.00
Shared
3.15M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYLVAMO CORPDFND | COMMON STOCK | 6.31M | SH | $279.14M 32.50% | 0.00 | 6.31M | 0.00 |
SUZANO S ADFND | SPON ADS | 17.32M | SH | $162.81M 18.96% | 0.00 | 17.32M | 0.00 |
PACKAGING CORP AMERDFND | COM | 685K | SH | $149.28M 17.38% | 0.00 | 685K | 0.00 |
INTERNATIONAL PAPER CODFND | COM | 3.20M | SH | $148.48M 17.29% | 0.00 | 3.20M | 0.00 |
SEALED AIR CORP NEWDFND | COM | 1.38M | SH | $48.75M 5.68% | 0.00 | 1.38M | 0.00 |
MOHAWK INDS INCDFND | COM | 205K | SH | $26.43M 3.08% | 0.00 | 205K | 0.00 |
THE ODP CORPDFND | COM | 785.21K | SH | $21.87M 2.55% | 0.00 | 785.21K | 0.00 |
AMERICAN WOODMARK CORPORATIODFND | COM | 195K | SH | $13.02M 1.52% | 0.00 | 195K | 0.00 |
MERCER INTL INCDFND | COM | 3.15M | SH | $9.07M 1.06% | 0.00 | 3.15M | 0.00 |