Atlas FRM LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Atlas FRM LLC reported 8 stock positions worth $1.0 billion. Its top holding was Sylvamo (SLVM) at 52.2% of the portfolio, followed by International Paper (IP, 16.0%) and Suzano SA - Spon ADR (SUZ, 14.7%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 3 and reduced 1. The biggest buy was a new position in Mohawk Industries (MHK) and the biggest sale International Paper (IP, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001879898
- Portfolio Value
- $1.0B (Q3 2024)
- SEC Filing
- 0000899140-24-001199 ↗ filed Nov 13, 2024
Holdings Value
Holdings 8 stocks · $1.0B
| SLVM Sylvamo Corp. | 52.17% | 6,312,454 | $541.9M | No change |
| IP International Paper Co. | 15.99% | 3,400,000 | $166.1M | Reduce -6.8% |
| SUZ Suzano SA - Spon ADR | 14.75% | 15,320,000 | $153.2M | Add +24.4% |
| MHK Mohawk Industries Inc. | 5.65% | 365,000 | $58.6M | New |
| PKG Packaging Corp. of America | 5.39% | 260,000 | $56.0M | Add +550.0% |
| SEE Sealed Air Corp. | 3.15% | 900,000 | $32.7M | New |
| MERC Mercer International Inc. | 2.05% | 3,150,000 | $21.3M | No change |
| ATR Aptargroup Inc. | 0.85% | 55,000 | $8.8M | Add +175.0% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 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 |