Atlas FRM LLC Diversified Active

CIK: 0001879898 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $858,841 (100.0% shares, 0.0% debt)

Holdings (9)

SLVM SYLVAMO CORP 32.5%

Value ($000) $279,137 Shares 6,312,454 Est. Cost $34.16 Unrealized +32.9%

SUZ SUZANO S A 19.0%

Value ($000) $162,808 Shares 17,320,000 Est. Cost $10.91 Unrealized —

PKG PACKAGING CORP AMER 17.4%

Value ($000) $149,282 Shares 685,000 Est. Cost $190.98 Unrealized +6.8%

IP INTERNATIONAL PAPER CO 17.3%

Value ($000) $148,480 Shares 3,200,000 Est. Cost $34.16 Unrealized +40.5%

SEE SEALED AIR CORP NEW 5.7%

Value ($000) $48,748 Shares 1,379,000 Est. Cost $31.79 Unrealized -0.6%

MHK MOHAWK INDS INC 3.1%

Value ($000) $26,429 Shares 205,000 Est. Cost $132.13 Unrealized -6.3%

— THE ODP CORP 2.5%

Value ($000) $21,868 Shares 785,213 Est. Cost $22.74 Unrealized —

AMWD AMERICAN WOODMARK CORPORATIO 1.5%

Value ($000) $13,018 Shares 195,000 Est. Cost $82.01 Unrealized -25.2%

MERC MERCER INTL INC 1.1%

Value ($000) $9,072 Shares 3,150,000 Est. Cost $10.86 Unrealized -69.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SLVM	SYLVAMO CORP	6,312,454	$279,137	32.5%	$34.16	+32.9%	COMMON STOCK	871332102
SUZ	SUZANO S A	17,320,000	$162,808	19.0%	$10.91	—	SPON ADS	86959K105
PKG	PACKAGING CORP AMER	685,000	$149,282	17.4%	$190.98	+6.8%	COM	695156109
IP	INTERNATIONAL PAPER CO	3,200,000	$148,480	17.3%	$34.16	+40.5%	COM	460146103
SEE	SEALED AIR CORP NEW	1,379,000	$48,748	5.7%	$31.79	-0.6%	COM	81211K100
MHK	MOHAWK INDS INC	205,000	$26,429	3.1%	$132.13	-6.3%	COM	608190104
—	THE ODP CORP	785,213	$21,868	2.5%	$22.74	—	COM	88337F105
AMWD	AMERICAN WOODMARK CORPORATIO	195,000	$13,018	1.5%	$82.01	-25.2%	COM	030506109
MERC	MERCER INTL INC	3,150,000	$9,072	1.1%	$10.86	-69.6%	COM	588056101