Atlas FRM LLC Diversified Active

Location: Greenwich, CT

CIK: 0001879898 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

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

Holdings (9)

SLVM SYLVAMO CORP 32.5%

Value $279M Shares 6,312,454 Est. Cost $34.16 Unrealized +32.9%

SUZ SUZANO S A 19.0%

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

PKG PACKAGING CORP AMER 17.4%

Value $149M Shares 685,000 Est. Cost $190.98 Unrealized +6.8%

IP INTERNATIONAL PAPER CO 17.3%

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

SEE SEALED AIR CORP NEW 5.7%

Value $48.75M Shares 1,379,000 Est. Cost $31.79 Unrealized -0.6%

MHK MOHAWK INDS INC 3.1%

Value $26.43M Shares 205,000 Est. Cost $132.13 Unrealized -6.3%

— THE ODP CORP 2.5%

Value $21.87M Shares 785,213 Est. Cost $22.74 Unrealized —

AMWD AMERICAN WOODMARK CORPORATIO 1.5%

Value $13.02M Shares 195,000 Est. Cost $82.01 Unrealized -25.2%

MERC MERCER INTL INC 1.1%

Value $9.072M Shares 3,150,000 Est. Cost $10.86 Unrealized -69.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SLVM	SYLVAMO CORP	6,312,454	$279M	32.5%	$34.16	+32.9%	COMMON STOCK	871332102
SUZ	SUZANO S A	17,320,000	$163M	19.0%	$10.91	—	SPON ADS	86959K105
PKG	PACKAGING CORP AMER	685,000	$149M	17.4%	$190.98	+6.8%	COM	695156109
IP	INTERNATIONAL PAPER CO	3,200,000	$148M	17.3%	$34.16	+40.5%	COM	460146103
SEE	SEALED AIR CORP NEW	1,379,000	$48.75M	5.7%	$31.79	-0.6%	COM	81211K100
MHK	MOHAWK INDS INC	205,000	$26.43M	3.1%	$132.13	-6.3%	COM	608190104
—	THE ODP CORP	785,213	$21.87M	2.5%	$22.74	—	COM	88337F105
AMWD	AMERICAN WOODMARK CORPORATIO	195,000	$13.02M	1.5%	$82.01	-25.2%	COM	030506109
MERC	MERCER INTL INC	3,150,000	$9.072M	1.1%	$10.86	-69.6%	COM	588056101