Atlas FRM LLC Diversified Active

Location: Greenwich, CT

CIK: 0001879898 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value: $859M (100.0% shares, 0.0% debt)

Holdings (9)

SLVM SYLVAMO CORP 36.8%

Value $316M Shares 6,312,454 Est. Cost $34.16 Unrealized +60.1%

SUZ SUZANO S A 19.0%

Value $163M Shares 17,320,000 Est. Cost $10.91 Unrealized —

IP INTERNATIONAL PAPER CO 17.5%

Value $150M Shares 3,200,000 Est. Cost $34.16 Unrealized +34.6%

PKG PACKAGING CORP AMER 11.7%

Value $101M Shares 535,000 Est. Cost $187.33 Unrealized -0.8%

MHK MOHAWK INDS INC 7.4%

Value $63.74M Shares 608,000 Est. Cost $132.13 Unrealized -21.1%

SEE SEALED AIR CORP NEW 3.5%

Value $30.41M Shares 980,000 Est. Cost $31.88 Unrealized -8.2%

— THE ODP CORP 1.7%

Value $14.24M Shares 785,213 Est. Cost $22.74 Unrealized —

MERC MERCER INTL INC 1.3%

Value $11.03M Shares 3,150,000 Est. Cost $10.86 Unrealized -62.7%

AMWD AMERICAN WOODMARK CORPORATIO 1.1%

Value $9.446M Shares 177,000 Est. Cost $84.11 Unrealized -32.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SLVM	SYLVAMO CORP	6,312,454	$316M	36.8%	$34.16	+60.1%	COMMON STOCK	871332102
SUZ	SUZANO S A	17,320,000	$163M	19.0%	$10.91	—	SPON ADS	86959K105
IP	INTERNATIONAL PAPER CO	3,200,000	$150M	17.5%	$34.16	+34.6%	COM	460146103
PKG	PACKAGING CORP AMER	535,000	$101M	11.7%	$187.33	-0.8%	COM	695156109
MHK	MOHAWK INDS INC	608,000	$63.74M	7.4%	$132.13	-21.1%	COM	608190104
SEE	SEALED AIR CORP NEW	980,000	$30.41M	3.5%	$31.88	-8.2%	COM	81211K100
—	THE ODP CORP	785,213	$14.24M	1.7%	$22.74	—	COM	88337F105
MERC	MERCER INTL INC	3,150,000	$11.03M	1.3%	$10.86	-62.7%	COM	588056101
AMWD	AMERICAN WOODMARK CORPORATIO	177,000	$9.446M	1.1%	$84.11	-32.8%	COM	030506109