Atlas Frm LLC

Investment Portfolio & 13F Holdings Analysis

About

Atlas FRM LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AMWD",
  "MERC",
  "SUZ",
  "ODP",
  "PKG",
  "SLVM",
  "IP",
  "MHK",
  "SEE"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 933081802
Accession Number: 0000899140-25-000698
Form Type: 13F-HR
CIK: atlas-frm
Manager Name: Atlas-Frm

Data Enrichment

100% identified

14 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $933,081.802K total value

14 positions

Manager:

SEC FilingSEC DataHachi Filing

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Sylvamo Corp

SLVM|871332102

Shares:6.3M

Value:$423.4M

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:3.2M

Value:$170.7M

Suzano S.A.

SUZ|86959K105

Shares:17.3M

Value:$160.9M

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:335.0K

Value:$66.3M

MOHAWK INDUSTRIES INC

MHK|608190104

Shares:475.0K

Value:$54.2M

MERCER INTERNATIONAL INC.

MERC|588056101

Shares:3.1M

Value:$19.4M

SEALED AIR CORP/DE

SEE|81211K100

Shares:570.0K

Value:$16.5M

ODP Corp

ODP|88337F105

Shares:785.2K

Value:$11.3M

AMERICAN WOODMARK CORP

AMWD|030506109

Shares:177.0K

Value:$10.4M

Instrument	Shares		Other Manager	Value
Sylvamo Corp(SLVMcusip871332102)	6.3M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$423.4M	QoQ -15.12% (-$75.4M) YoY +8.63% (+$33.6M)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	3.2M	QoQ -4.47% (-150.0K) YoY -12.32% (-450.0K)	All Managers (Combined)	$170.7M	QoQ -5.31% (-$9.6M) YoY +19.86% (-$28.3M)
Suzano S.A.(SUZcusip86959K105)	17.3M	QoQ 0.00% (-0) YoY +143.25% (+10.2M)	All Managers (Combined)	$160.9M	QoQ -8.20% (-$14.4M) YoY +76.82% (+$69.9M)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	335.0K	QoQ +19.64% (+55.0K) YoY +3.07% (+10.0K)	All Managers (Combined)	$66.3M	QoQ +5.23% (+$3.3M) YoY +7.55% (+$4.7M)
MOHAWK INDUSTRIES INC(MHKcusip608190104)	475.0K	QoQ +17.28% (+70.0K) YoY NEW(+475.0K)	All Managers (Combined)	$54.2M	QoQ +12.41% (+$6.0M) YoY NEW(+$54.2M)
MERCER INTERNATIONAL INC.(MERCcusip588056101)	3.1M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19.4M	QoQ -5.38% (-$1.1M) YoY -38.19% (-$12.0M)
SEALED AIR CORP/DE(SEEcusip81211K100)	570.0K	QoQ -25.00% (-190.0K) YoY NEW(+570.0K)	All Managers (Combined)	$16.5M	QoQ -35.92% (-$9.2M) YoY NEW(+$16.5M)
ODP Corp(ODPcusip88337F105)	785.2K	QoQ 0.00% (-0) YoY NEW(+785.2K)	All Managers (Combined)	$11.3M	QoQ -36.98% (-$6.6M) YoY NEW(+$11.3M)
AMERICAN WOODMARK CORP(AMWDcusip030506109)	177.0K	QoQ +55.26% (+63.0K) YoY NEW(+177.0K)	All Managers (Combined)	$10.4M	QoQ +14.85% (+$1.3M) YoY NEW(+$10.4M)