Atlas FRM LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Atlas FRM LLC reported 7 stock positions worth $754.6 million. Its top holding was Sylvamo (SLVM) at 57.4% of the portfolio, followed by International Paper (IP, 20.9%) and Suzano SA - Spon ADR (SUZ, 16.8%). Compared with Q1 2024, it added to 1 and reduced 2. The biggest buy was Suzano SA - Spon ADR (SUZ, shares +73%) and the biggest sale Packaging Corp. of America (PKG, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001879898
- Portfolio Value
- $754.6M (Q2 2024)
- SEC Filing
- 0000899140-24-000897 ↗ filed Aug 14, 2024
Holdings Value
Holdings 7 stocks · $754.6M
| SLVM Sylvamo Corp. | 57.38% | 6,312,454 | $433.0M | No change |
| IP International Paper Co. | 20.87% | 3,650,000 | $157.5M | No change |
| SUZ Suzano SA - Spon ADR | 16.77% | 12,320,000 | $126.5M | Add +73.0% |
| MERC Mercer International Inc. | 3.56% | 3,150,000 | $26.9M | No change |
| PKG Packaging Corp. of America | 0.97% | 40,000 | $7.3M | Reduce -87.7% |
| ATR Aptargroup Inc. | 0.37% | 20,000 | $2.8M | Reduce -87.5% |
| LLFLQ LL Flooring Holdings Inc. | 0.07% | 380,000 | $543K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| SUZ Suzano SA - Spon ADR | Add +73.0% | 16.77% | +4.47 |
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 |