Atlas FRM LLC Diversified Active

Location: Greenwich, CT

CIK: 0001879898 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value: $1.059B (100.0% shares, 0.0% debt)

Holdings (10)

SLVM SYLVAMO CORP 47.1%

Value $499M Shares 6,312,454 Est. Cost $34.16 Unrealized +142.2%

IP INTERNATIONAL PAPER CO 17.0%

Value $180M Shares 3,350,000 Est. Cost $34.16 Unrealized +50.3%

SUZ SUZANO S A 16.5%

Value $175M Shares 17,320,000 Est. Cost $10.91 Unrealized —

PKG PACKAGING CORP AMER 6.0%

Value $63.04M Shares 280,000 Est. Cost $184.30 Unrealized +21.8%

MHK MOHAWK INDS INC 4.6%

Value $48.25M Shares 405,000 Est. Cost $143.51 Unrealized -2.6%

SEE SEALED AIR CORP NEW 2.4%

Value $25.71M Shares 760,000 Est. Cost $33.75 Unrealized +2.8%

MERC MERCER INTL INC 1.9%

Value $20.48M Shares 3,150,000 Est. Cost $10.86 Unrealized -42.3%

LW LAMB WESTON HLDGS INC 1.9%

Value $20.38M Shares 305,000 Est. Cost $72.60 Unrealized 0.0%

— THE ODP CORP 1.7%

Value $17.86M Shares 785,213 Est. Cost $22.74 Unrealized —

AMWD AMERICAN WOODMARK CORPORATIO 0.9%

Value $9.066M Shares 114,000 Est. Cost $91.50 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SLVM	SYLVAMO CORP	6,312,454	$499M	47.1%	$34.16	+142.2%	COMMON STOCK	871332102
IP	INTERNATIONAL PAPER CO	3,350,000	$180M	17.0%	$34.16	+50.3%	COM	460146103
SUZ	SUZANO S A	17,320,000	$175M	16.5%	$10.91	—	SPON ADS	86959K105
PKG	PACKAGING CORP AMER	280,000	$63.04M	6.0%	$184.30	+21.8%	COM	695156109
MHK	MOHAWK INDS INC	405,000	$48.25M	4.6%	$143.51	-2.6%	COM	608190104
SEE	SEALED AIR CORP NEW	760,000	$25.71M	2.4%	$33.75	+2.8%	COM	81211K100
MERC	MERCER INTL INC	3,150,000	$20.48M	1.9%	$10.86	-42.3%	COM	588056101
LW	LAMB WESTON HLDGS INC	305,000	$20.38M	1.9%	$72.60	0.0%	COM	513272104
—	THE ODP CORP	785,213	$17.86M	1.7%	$22.74	—	COM	88337F105
AMWD	AMERICAN WOODMARK CORPORATIO	114,000	$9.066M	0.9%	$91.50	0.0%	COM	030506109