Atlas FRM as of Sept. 30, 2023
Portfolio Holdings for Atlas FRM
Atlas FRM holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sylvamo Corp Common Stock (SLVM) | 45.8 | $277M | 6.3M | 43.94 | |
| International Paper Company (IP) | 15.2 | $92M | 2.6M | 35.47 | |
| Westrock (WRK) | 12.4 | $75M | 2.1M | 35.80 | |
| Packaging Corporation of America (PKG) | 11.7 | $71M | 460k | 153.55 | |
| Mercer International (MERC) | 4.5 | $27M | 3.2M | 8.58 | |
| Pilgrim's Pride Corporation (PPC) | 2.9 | $18M | 780k | 22.83 | |
| Tyson Foods Cl A (TSN) | 2.1 | $13M | 250k | 50.49 | |
| Suzano S A Spon Ads (SUZ) | 1.9 | $11M | 1.1M | 10.75 | |
| Darling International (DAR) | 1.7 | $10M | 200k | 52.20 | |
| Cal Maine Foods Com New (CALM) | 1.6 | $9.7M | 200k | 48.42 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.2 | $1.2M | 380k | 3.17 |
