Investor Details
| Filer Name: | ATLAS FRM LLC |
|---|---|
| CIK: | 1879898 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 10 |
| Portfolio Value: | $1.06B |
Atlas Frm Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| SLVM | US | SYLVAMO CORP | 6,312,454 | $499M | 47.09% | - | - |
| IP | US | INTERNATIONAL PAPER CO | 3,350,000 | $180M | 17.02% | -1.5% | - |
| SUZ | US | SUZANO SA - SPON ADR | 17,320,000 | $175M | 16.55% | 13.1% | - |
| PKG | US | PACKAGING CORP OF AMERICA | 280,000 | $63M | 5.95% | 7.7% | - |
| MHK | US | MOHAWK INDUSTRIES INC | 405,000 | $48M | 4.56% | 11.0% | - |
| SEE | US | SEALED AIR CORP | 760,000 | $26M | 2.43% | -15.6% | - |
| MERC | US | MERCER INTERNATIONAL INC | 3,150,000 | $20M | 1.93% | - | - |
| LW | US | LAMB WESTON HOLDINGS INC | 305,000 | $20M | 1.92% | 100.0% | - |
| ODP | US | ODP CORP/THE | 785,213 | $18M | 1.69% | 100.0% | - |
| AMWD | US | AMERICAN WOODMARK CORP | 114,000 | $9M | 0.86% | 100.0% | - |