Skip to content
Disclosery

Atlas FRM LLC

Follow

13F filer, CIK 1879898, GREENWICH, CT

Atlas FRM LLC reported $858,841,398 across 9 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001879898-25-000015

Period
2025-09-30
Reported value
$859M
Holdings
9
Top 10 weight
100%
New
0
Sold out
0

Part of the filer group Atlas FRM LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PKGadded+150,000$32.7M
SEEadded+399,000$14.1M
AMWDadded+18,000$1.2M

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
MHKreduced-403,000-$52M

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, Q3 2025

Share positions as resolved from 13F-HR 0001879898-25-000015, largest first. % of portfolio is the value over $858,841,398, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312,454 shares; 2024Q4: 6,312,454 shares; 2025Q1: 6,312,454 shares; 2025Q2: 6,312,454 shares; 2025Q3: 6,312,454 shares 6,312,454$279M32.5%0Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,320,000 shares; 2024Q4: 17,320,000 shares; 2025Q1: 17,320,000 shares; 2025Q2: 17,320,000 shares; 2025Q3: 17,320,000 shares 17,320,000$163M18.96%0Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,000 shares; 2024Q4: 280,000 shares; 2025Q1: 335,000 shares; 2025Q2: 535,000 shares; 2025Q3: 685,000 shares 685,000$149M17.38%+150,000Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400,000 shares; 2024Q4: 3,350,000 shares; 2025Q1: 3,200,000 shares; 2025Q2: 3,200,000 shares; 2025Q3: 3,200,000 shares 3,200,000$148M17.29%0Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,000 shares; 2024Q4: 760,000 shares; 2025Q1: 570,000 shares; 2025Q2: 980,000 shares; 2025Q3: 1,379,000 shares 1,379,000$48.7M5.68%+399,000Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,000 shares; 2024Q4: 405,000 shares; 2025Q1: 475,000 shares; 2025Q2: 608,000 shares; 2025Q3: 205,000 shares 205,000$26.4M3.08%-403,000Timeline
ODPTHE ODP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 785,213 shares; 2025Q1: 785,213 shares; 2025Q2: 785,213 shares; 2025Q3: 785,213 shares 785,213$21.9M2.55%0Timeline
AMWDAMERICAN WOODMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,000 shares; 2025Q1: 177,000 shares; 2025Q2: 177,000 shares; 2025Q3: 195,000 shares 195,000$13M1.52%+18,000Timeline
MERCMERCER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150,000 shares; 2024Q4: 3,150,000 shares; 2025Q1: 3,150,000 shares; 2025Q2: 3,150,000 shares; 2025Q3: 3,150,000 shares 3,150,000$9.07M1.06%0Timeline

How Q3 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 0001879898-25-000015 base2025-11-13acceptance time not in the bulk data set