$523 Million is the total value of Atlas FRM LLC's 9 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WRK | New | WESTROCK CO | $78,489,000 | – | 2,700,000 | +100.0% | 15.01% | – |
| MERC | Buy | MERCER INTL INC | $25,420,500 | +18.2% | 3,150,000 | +43.2% | 4.86% | +13.5% |
| SUZ | New | SUZANO S Aspon ads | $13,830,000 | – | 1,500,000 | +100.0% | 2.64% | – |
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 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYLVAMO CORP | 11 | Q2 2024 | 74.4% |
| INTERNATIONAL PAPER CO | 11 | Q2 2024 | 20.9% |
| PACKAGING CORP AMER | 8 | Q2 2024 | 15.2% |
| MERCER INTL INC | 8 | Q2 2024 | 5.1% |
| LL FLOORING HOLDINGS INC | 8 | Q2 2024 | 2.1% |
| PILGRIMS PRIDE CORP | 7 | Q3 2023 | 11.6% |
| SUZANO S A | 5 | Q2 2024 | 16.8% |
| HORIZON GLOBAL CORP | 5 | Q4 2022 | 8.9% |
| DARLING INGREDIENTS INC | 5 | Q4 2023 | 2.4% |
| TYSON FOODS INC | 3 | Q4 2023 | 11.5% |
View Atlas FRM LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 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 |
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.