$217 Million is the total value of Atlas FRM LLC's 6 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PPC | New | PILGRIMS PRIDE CORP | $21,335,000 | – | 850,000 | +100.0% | 9.84% | – |
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 2022-05-13
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.