Atlas Frm LLC Portfolio Holdings

Atlas Frm LLC

$1.04 Billion
Q3 2024

Atlas Frm LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sylvamo Corp with a value of $542M, International Paper CO with a value of $166M, Suzano S.A. with a value of $153M, Mohawk Industries Inc with a value of $58.7M, and Packaging Corp Of America with a value of $56M.

Examining the 13F form we can see an increase of $284M in the current position value, from $755M to 1.04B.

Atlas Frm LLC is based out at Greenwich, CT

Below you can find more details about Atlas Frm LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Billion

Basic Materials: $716 Million

Consumer Cyclical: $313 Million

Healthcare: $8.81 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IP International Paper CO Consumer Cyclical	$19.4B	$166 Million 15.99% of portfolio	3,400,000	Q3 2024 Reduced 6.85%
SUZ Suzano S.A. Basic Materials	$12.8B	$153 Million 14.75% of portfolio	15,320,000	Q3 2024 Added 24.35%
PKG Packaging Corp Of America Consumer Cyclical	$21.4B	$56 Million 5.39% of portfolio	260,000	Q3 2024 Added 550.0%
ATR Aptargroup, Inc. Healthcare	$10.3B	$8.81 Million 0.85% of portfolio	55,000	Q3 2024 Added 175.0%

Summary

Portfolio
No. of Stocks 8
Current Value $1.04 Billion
Prior Value $755 Million
Filing
Period Q3 2024
Filing Date November 13, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 2 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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