Atlas Frm LLC Top Holdings and 13F Report (2024)

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About Atlas Frm LLC

Atlas Frm LLC has $739.89 million in total holdings as of March 31, 2024.
Atlas Frm LLC owns shares of 7 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
Approximately 14.99% of the portfolio was purchased this quarter.
About 7.24% of the portfolio was sold this quarter.
This quarter, Atlas Frm LLC has purchased 10 new stocks and bought additional shares in 3 stocks.
Atlas Frm LLC sold shares of 1 stock and completely divested from 3 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SLVM Sylvamo	$389,730,910		0.0%	6,312,454	52.7%	Basic Materials
IP International Paper	$142,423,000	$29,265,000 ▲	25.9%	3,650,000	19.2%	Basic Materials
SUZ Suzano	$90,993,600	$60,066,000 ▲	194.2%	7,120,000	12.3%	Basic Materials
PKG Packaging Co. of America	$61,678,500	$7,591,200 ▼	-11.0%	325,000	8.3%	Industrial Products
MERC Mercer International	$31,342,500		0.0%	3,150,000	4.2%	Basic Materials
ATR AptarGroup	$23,022,400	$21,583,500 ▲	1,500.0%	160,000	3.1%	Industrial Products
LL LL Flooring	$695,400		0.0%	380,000	0.1%	Retail/Wholesale
TSN Tyson Foods	$0	$18,812,500 ▼	-100.0%	0	0.0%	Consumer Staples
CALM Cal-Maine Foods	$0	$17,217,000 ▼	-100.0%	0	0.0%	Basic Materials
DAR Darling Ingredients	$0	$9,968,000 ▼	-100.0%	0	0.0%	Consumer Staples