| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LL | Exit | LL FLOORING HOLDINGS INC | $0 | – | -380,000 | -100.0% | -0.20% | – |
| CALM | Exit | CAL MAINE FOODS INC | $0 | – | -200,000 | -100.0% | -1.60% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -200,000 | -100.0% | -1.72% | – |
| SUZ | Exit | SUZANO S Aspon ads | $0 | – | -1,050,000 | -100.0% | -1.86% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -250,000 | -100.0% | -2.08% | – |
| PPC | Exit | PILGRIMS PRIDE CORP | $0 | – | -780,000 | -100.0% | -2.94% | – |
| MERC | Exit | MERCER INTL INC | $0 | – | -3,150,000 | -100.0% | -4.46% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -460,000 | -100.0% | -11.67% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -2,100,000 | -100.0% | -12.42% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -2,600,000 | -100.0% | -15.23% | – |
| Exit | SYLVAMO CORP | $0 | – | -6,312,454 | -100.0% | -45.81% | – |
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.