AF
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Atlas FRM LLC13F | |
| Atlas FRM LLC | |
| Last update 2025-05-15 | 9 Stocks (0 new) |
| Value $933.00 Mil | Turnover 2 % |
Atlas FRM LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVM | Sylvamo Corp | 6,312,454 | 423,376.3 | 0% | 45.370 | 0% | 15.500 | -18.84% | -36.78% | 1,989.7 | Forest Products | |
IP | International Paper Co | 3,200,000 | 170,720.0 | -4.48% | 18.300 | -0.76% | 0.610 | +9.84% | -4.76% | 26,579.8 | Packaging & Containers | |
SUZ | Suzano SA | 17,320,000 | 160,902.8 | 0% | 17.240 | 0% | 1.400 | +1.23% | -10.47% | 11,197.3 | Forest Products | |
PKG | Packaging Corp of America | 335,000 | 66,336.7 | +19.64% | 7.110 | +1.17% | 0.370 | +7.44% | -10.08% | 17,978.9 | Packaging & Containers | |
MHK | Mohawk Industries Inc | 475,000 | 54,235.5 | +17.28% | 5.810 | +0.86% | 0.760 | +8.26% | -6.68% | 6,950.9 | Furnishings, Fixtures & Appliances | |
MERC | Mercer International Inc | 3,150,000 | 19,372.5 | 0% | 2.080 | 0% | 4.710 | -29.74% | -45.78% | 228.0 | Forest Products | |
SEE | Sealed Air Corp | 570,000 | 16,473.0 | -25.00% | 1.770 | -0.61% | 0.390 | +18.88% | -6.60% | 4,586.6 | Packaging & Containers | |
ODP | The ODP Corp | 785,213 | 11,252.1 | 0% | 1.210 | 0% | 2.610 | +27.06% | -23.39% | 524.0 | Retail - Cyclical | |
AMWD | American Woodmark Corp | 177,000 | 10,412.9 | +55.26% | 1.120 | +0.40% | 1.190 | -6.85% | -34.05% | 760.7 | Furnishings, Fixtures & Appliances | |
LW | Lamb Weston Holdings Inc | 0 | 0 | Sold Out | 0.000 | -1.92% | 0.000 | -7.86% | -25.71% | 6,914.7 | Consumer Packaged Goods |
Atlas FRM LLC's Historical Top Holdings Breakdowns
Atlas FRM LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LW | Lamb Weston Holdings Inc | 2025-03-31 | Sold Out Sold Out | -1.92% | 48.65 ($56.64) 66.04 | $49.00 | -13.49% | Sold Out | 0 | -305,000 | |
PKG | Packaging Corp of America | 2025-03-31 | Add Add | +1.17% | 192.03 ($213.4) 242.13 | $199.81 | -6.37% | Add 19.64% | 335,000 | 55,000 | |
MHK | Mohawk Industries Inc | 2025-03-31 | Add Add | +0.86% | 110.92 ($119.22) 130.83 | $111.17 | -6.75% | Add 17.28% | 475,000 | 70,000 | |
IP | International Paper Co | 2025-03-31 | Reduce Reduce | -0.76% | 49.38 ($54.7) 60.09 | $50.35 | -7.95% | Reduce -4.48% | 3,200,000 | -150,000 | |
SEE | Sealed Air Corp | 2025-03-31 | Reduce Reduce | -0.61% | 28.9 ($32.76) 35.65 | $31.19 | -4.79% | Reduce -25% | 570,000 | -190,000 | |
AMWD | American Woodmark Corp | 2025-03-31 | Add Add | +0.40% | 57.97 ($70.74) 82.5 | $52.45 | -25.86% | Add 55.26% | 177,000 | 63,000 | |
LW | Lamb Weston Holdings Inc | 2024-12-31 | New Buy New Buy | +1.92% | 62.09 ($74.76) 82.32 | $49.00 | -34.46% | New holding | 305,000 | 305,000 | |
SUZ | Suzano SA | 2024-12-31 | Add Add | +1.91% | 9.64 ($10.24) 10.93 | $9.06 | -11.52% | Add 13.05% | 17,320,000 | 2,000,000 | |
ODP | The ODP Corp | 2024-12-31 | New Buy New Buy | +1.69% | 21.75 ($27.79) 31.88 | $17.42 | -37.32% | New holding | 785,213 | 785,213 | |
AMWD | American Woodmark Corp | 2024-12-31 | New Buy New Buy | +0.86% | 79.53 ($91.46) 102.94 | $52.45 | -42.65% | New holding | 114,000 | 114,000 |
Atlas FRM LLC Total Holding History ($B)
Atlas FRM LLC's Asset Allocation
Atlas FRM LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Atlas FRM LLC's Hypothetical Growth since 2025-03-31
Atlas FRM LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Atlas FRM LLC's Holdings Heat Map
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Atlas FRM LLC's Holdings Bubble Chart
Atlas FRM LLC News
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