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Atlas FRM LLC

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13F filer, CIK 1879898, GREENWICH, CT

Atlas FRM LLC reported $933,081,802 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-25-000698

Period
2025-03-31
Reported value
$933M
Holdings
9
Top 10 weight
100%
New
0
Sold out
1

Part of the filer group Atlas FRM LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PKGadded+55,000$10.9M
MHKadded+70,000$7.99M
AMWDadded+63,000$3.71M

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

SecurityShares changeApprox. value
LWexited-305,000-$20.4M
IPreduced-150,000-$8M
SEEreduced-190,000-$5.49M

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, Q1 2025

Share positions as resolved from 13F-HR 0000899140-25-000698, largest first. % of portfolio is the value over $933,081,802, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312,454 shares; 2024Q4: 6,312,454 shares; 2025Q1: 6,312,454 shares 6,312,454$423M45.37%0Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400,000 shares; 2024Q4: 3,350,000 shares; 2025Q1: 3,200,000 shares 3,200,000$171M18.3%-150,000Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,320,000 shares; 2024Q4: 17,320,000 shares; 2025Q1: 17,320,000 shares 17,320,000$161M17.24%0Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,000 shares; 2024Q4: 280,000 shares; 2025Q1: 335,000 shares 335,000$66.3M7.11%+55,000Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,000 shares; 2024Q4: 405,000 shares; 2025Q1: 475,000 shares 475,000$54.2M5.81%+70,000Timeline
MERCMERCER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150,000 shares; 2024Q4: 3,150,000 shares; 2025Q1: 3,150,000 shares 3,150,000$19.4M2.08%0Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,000 shares; 2024Q4: 760,000 shares; 2025Q1: 570,000 shares 570,000$16.5M1.77%-190,000Timeline
ODPTHE ODP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 785,213 shares; 2025Q1: 785,213 shares 785,213$11.3M1.21%0Timeline
AMWDAMERICAN WOODMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,000 shares; 2025Q1: 177,000 shares 177,000$10.4M1.12%+63,000Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LWLAMB WESTON HLDGS INC305,000$20.4Mshares

How Q1 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000899140-25-000698 base2025-05-15acceptance time not in the bulk data set