Atlas FRM LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Atlas FRM LLC reported 7 stock positions worth $739.9 million. Its top holding was Sylvamo (SLVM) at 52.7% of the portfolio, followed by International Paper (IP, 19.2%) and Suzano SA - Spon ADR (SUZ, 12.3%). Compared with Q4 2023, it sold out of 3, added to 3 and reduced 1. The biggest buy was Suzano SA - Spon ADR (SUZ, shares +194%) and the biggest sale an exit from Tyson Foods Class A (TSN).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001879898
- Portfolio Value
- $739.9M (Q1 2024)
- SEC Filing
- 0000899140-24-000603 ↗ filed May 14, 2024
Holdings Value
Holdings 7 stocks · $739.9M
| SLVM Sylvamo Corp. | 52.67% | 6,312,454 | $389.7M | No change |
| IP International Paper Co. | 19.25% | 3,650,000 | $142.4M | Add +25.9% |
| SUZ Suzano SA - Spon ADR | 12.30% | 7,120,000 | $91.0M | Add +194.2% |
| PKG Packaging Corp. of America | 8.34% | 325,000 | $61.7M | Reduce -11.0% |
| MERC Mercer International Inc. | 4.24% | 3,150,000 | $31.3M | No change |
| ATR Aptargroup Inc. | 3.11% | 160,000 | $23.0M | Add +1500.0% |
| LLFLQ LL Flooring Holdings Inc. | 0.09% | 380,000 | $695K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $2.3B | IP, PKG, WCN, SLVM, SUZ |
| Q1 2026 | 23 | $1.5B | PKG, IP, SLVM, SUZ, FBIN |
| Q4 2025 | 12 | $1.0B | SLVM, PKG, IP, SUZ, SEE |
| Q3 2025 | 9 | $858.8M | SLVM, SUZ, PKG, IP, SEE |
| Q2 2025 | 9 | $858.8M | SLVM, SUZ, IP, PKG, MHK |
| Q1 2025 | 9 | $933.1M | SLVM, IP, SUZ, PKG, MHK |
| Q4 2024 | 10 | $1.1B | SLVM, IP, SUZ, PKG, MHK |
| Q3 2024 | 8 | $1.0B | SLVM, IP, SUZ, MHK, PKG |
| Q2 2024 | 7 | $754.6M | SLVM, IP, SUZ, MERC, PKG |
| Q1 2024 | 7 | $739.9M | SLVM, IP, SUZ, PKG, MERC |