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Atlas FRM LLC Top Holdings
As of  12/31/2023, below is a summary of the Atlas FRM LLC top holdings by largest position size, as per the latest 13f filing made by Atlas FRM LLC. In the Atlas FRM LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Atlas FRM LLC in that top holding, then the share count change between reporting periods, and finally the Atlas FRM LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
SYLVAMO CORP 6,312,454 UNCH $310,005
     SLVM6,312,454UNCH$310,005
INTERNATIONAL PAPER CO 2,900,000 +300,000 $104,835
     IP2,900,000+300,000$104,835
PACKAGING CORP AMER 365,000 -95,000 $59,462
     PKG365,000-95,000$59,462
MERCER INTL INC 3,150,000 UNCH $29,862
     MERC3,150,000UNCH$29,862
SUZANO S A 2,420,000 +1,370,000 $27,491
     SUZ2,420,000+1,370,000$27,491
TYSON FOODS INC 350,000 +100,000 $18,812
     TSN350,000+100,000$18,812
CAL MAINE FOODS INC 300,000 +100,000 $17,217
     CALM300,000+100,000$17,217
DARLING INGREDIENTS INC 200,000 UNCH $9,968
     DAR200,000UNCH$9,968
LL FLOORING HOLDINGS INC 380,000 UNCH $1,482
     LL380,000UNCH$1,482

See Full List: All Stocks Held By Atlas FRM LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By Atlas FRM LLC

Size ($ in 1000's)
At 12/31/2023: $580,370
At 09/30/2023: $605,477

Combined Holding Report Includes:
Atlas FRM LLC
Atlas Capital Resources GP III LLC
Atlas Capital GP III LP

Atlas FRM LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Atlas FRM LLC 13F filings. Link to 13F filings: SEC filings

Atlas FRM LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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