Atlas FRM LLC
Follow13F filer, CIK 1879898, GREENWICH, CT
Atlas FRM LLC reported $1,059,160,680 across 10 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-000326
- Period
- 2024-12-31
- Reported value
- $1.06B
- Holdings
- 10
- Top 10 weight
- 100%
- New
- 3
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| LWnew | +305,000 | $20.4M |
| SUZadded | +2,000,000 | $20.2M |
| ODPnew | +785,213 | $17.9M |
| AMWDnew | +114,000 | $9.07M |
| MHKadded | +40,000 | $4.77M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ATRexited | -55,000 | -$8.81M |
| SEEreduced | -140,000 | -$4.74M |
| IPreduced | -50,000 | -$2.69M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0000899140-25-000326, largest first. % of portfolio is the value over $1,059,160,680, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SLVMSYLVAMO CORP | 6,312,454 | $499M | 47.09% | 0 | Timeline | ||
| IPINTERNATIONAL PAPER CO | 3,350,000 | $180M | 17.02% | -50,000 | Timeline | ||
| SUZSUZANO S A | 17,320,000 | $175M | 16.55% | +2,000,000 | Timeline | ||
| PKGPACKAGING CORP AMER | 280,000 | $63M | 5.95% | +20,000 | Timeline | ||
| MHKMOHAWK INDS INC | 405,000 | $48.2M | 4.56% | +40,000 | Timeline | ||
| SEESEALED AIR CORP NEW | 760,000 | $25.7M | 2.43% | -140,000 | Timeline | ||
| MERCMERCER INTL INC | 3,150,000 | $20.5M | 1.93% | 0 | Timeline | ||
| LWLAMB WESTON HLDGS INC | 305,000 | $20.4M | 1.92% | new | Timeline | ||
| ODPTHE ODP CORP | 785,213 | $17.9M | 1.69% | new | Timeline | ||
| AMWDAMERICAN WOODMARK CORP | 114,000 | $9.07M | 0.86% | new | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ATRAPTARGROUP INC | 55,000 | $8.81M | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000899140-25-000326 | base | 2025-02-14 | acceptance time not in the bulk data set |