Atlas FRM LLC Diversified Active

CIK: 0001879898 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $933,082 (100.0% shares, 0.0% debt)

Holdings (9)

SLVM SYLVAMO CORP 45.4%

Value ($000) $423,376 Shares 6,312,454 Est. Cost $34.16 Unrealized +105.7%

IP INTERNATIONAL PAPER CO 18.3%

Value ($000) $170,720 Shares 3,200,000 Est. Cost $34.16 Unrealized +54.4%

SUZ SUZANO S A 17.2%

Value ($000) $160,903 Shares 17,320,000 Est. Cost $10.91 Unrealized —

PKG PACKAGING CORP AMER 7.1%

Value ($000) $66,337 Shares 335,000 Est. Cost $188.26 Unrealized +10.7%

MHK MOHAWK INDS INC 5.8%

Value ($000) $54,236 Shares 475,000 Est. Cost $139.93 Unrealized -14.8%

MERC MERCER INTL INC 2.1%

Value ($000) $19,373 Shares 3,150,000 Est. Cost $10.86 Unrealized -40.1%

SEE SEALED AIR CORP NEW 1.8%

Value ($000) $16,473 Shares 570,000 Est. Cost $33.75 Unrealized -5.1%

— THE ODP CORP 1.2%

Value ($000) $11,252 Shares 785,213 Est. Cost $22.74 Unrealized —

AMWD AMERICAN WOODMARK CORPORATIO 1.1%

Value ($000) $10,413 Shares 177,000 Est. Cost $84.11 Unrealized -15.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SLVM	SYLVAMO CORP	6,312,454	$423,376	45.4%	$34.16	+105.7%	COMMON STOCK	871332102
IP	INTERNATIONAL PAPER CO	3,200,000	$170,720	18.3%	$34.16	+54.4%	COM	460146103
SUZ	SUZANO S A	17,320,000	$160,903	17.2%	$10.91	—	SPON ADS	86959K105
PKG	PACKAGING CORP AMER	335,000	$66,337	7.1%	$188.26	+10.7%	COM	695156109
MHK	MOHAWK INDS INC	475,000	$54,236	5.8%	$139.93	-14.8%	COM	608190104
MERC	MERCER INTL INC	3,150,000	$19,373	2.1%	$10.86	-40.1%	COM	588056101
SEE	SEALED AIR CORP NEW	570,000	$16,473	1.8%	$33.75	-5.1%	COM	81211K100
—	THE ODP CORP	785,213	$11,252	1.2%	$22.74	—	COM	88337F105
AMWD	AMERICAN WOODMARK CORPORATIO	177,000	$10,413	1.1%	$84.11	-15.9%	COM	030506109