$225 Million is the total value of Atlas FRM LLC's 7 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRS | New | VERSO CORPcl a | $74,355,000 | – | 2,700,646 | +100.0% | 33.01% | – |
| New | SYLVAMO CORP | $49,515,000 | – | 1,720,454 | +100.0% | 21.98% | – | |
| IP | New | INTERNATIONAL PAPER CO | $36,208,000 | – | 775,000 | +100.0% | 16.07% | – |
| TSN | New | TYSON FOODS INCcl a | $25,926,000 | – | 300,000 | +100.0% | 11.51% | – |
| HZN | New | HORIZON GLOBAL CORP | $19,989,000 | – | 2,473,904 | +100.0% | 8.87% | – |
| RRD | New | DONNELLEY R R & SONS CO | $19,013,000 | – | 1,781,947 | +100.0% | 8.44% | – |
| THS | New | TREEHOUSE FOODS INC | $260,000 | – | 6,500 | +100.0% | 0.12% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-03-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYLVAMO CORP | 8 | Q3 2023 | 74.4% |
| INTERNATIONAL PAPER CO | 8 | Q3 2023 | 16.5% |
| PILGRIMS PRIDE CORP | 7 | Q3 2023 | 11.6% |
| PACKAGING CORP AMER | 5 | Q3 2023 | 15.2% |
| MERCER INTL INC | 5 | Q3 2023 | 5.0% |
| HORIZON GLOBAL CORP | 5 | Q4 2022 | 8.9% |
| LL FLOORING HOLDINGS INC | 5 | Q3 2023 | 2.1% |
| DARLING INGREDIENTS INC | 4 | Q3 2023 | 2.4% |
| TREEHOUSE FOODS INC | 3 | Q2 2022 | 0.1% |
| VERSO CORP | 2 | Q1 2022 | 33.6% |
View Atlas FRM LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-03-11 |
View Atlas FRM LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.