Atlas FRM LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001879898 · GREENWICH, CT

As of Sep 30, 2025, Atlas FRM LLC reported 9 positions worth $858.8M in its SEC Form 13F filing.

Top 9 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SYLVAMO CORP	SLVM	Basic Materials	6,312,454	$279.1M	32.50%
SUZANO SA	SUZ	Basic Materials	17,320,000	62.8M	18.96%
PACKAGING CORP OF AMERICA	PKG	Consumer Cyclical	685,000	49.3M	17.38%
INTERNATIONAL PAPER CO	IP	Consumer Cyclical	3,200,000	48.5M	17.29%
SEALED AIR CORP	SEE	Consumer Cyclical	1,379,000	$48.7M	5.68%
MOHAWK INDUSTRIES INC	MHK	Consumer Cyclical	205,000	$26.4M	3.08%
ODP CORP	ODP	Consumer Cyclical	785,213	$21.9M	2.55%
AMERICAN WOODMARK CORP	AMWD	Consumer Cyclical	195,000	3.0M	1.52%
MERCER INTERNATIONAL INC	MERC	Basic Materials	3,150,000	$9.1M	1.06%