Atlas FRM as of June 30, 2023
Portfolio Holdings for Atlas FRM
Atlas FRM holds 9 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sylvamo Corp Common Stock (SLVM) | 48.8 | $255M | 6.3M | 40.45 | |
| Westrock (WRK) | 15.0 | $79M | 2.7M | 29.07 | |
| International Paper Company (IP) | 12.2 | $64M | 2.0M | 31.81 | |
| Packaging Corporation of America (PKG) | 9.9 | $52M | 390k | 132.16 | |
| Mercer International (MERC) | 4.9 | $25M | 3.2M | 8.07 | |
| Pilgrim's Pride Corporation (PPC) | 3.9 | $21M | 955k | 21.49 | |
| Suzano S A Spon Ads (SUZ) | 2.6 | $14M | 1.5M | 9.22 | |
| Darling International (DAR) | 2.4 | $13M | 200k | 63.79 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.3 | $1.5M | 380k | 3.83 |
