Atlas FRM as of Dec. 31, 2023
Portfolio Holdings for Atlas FRM
Atlas FRM holds 10 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sylvamo Corp Common Stock (SLVM) | 53.4 | $310M | 6.3M | 49.11 | |
| International Paper Company (IP) | 18.1 | $105M | 2.9M | 36.15 | |
| Packaging Corporation of America (PKG) | 10.2 | $60M | 365k | 162.91 | |
| Mercer International (MERC) | 5.1 | $30M | 3.2M | 9.48 | |
| Suzano S A Spon Ads (SUZ) | 4.7 | $28M | 2.4M | 11.36 | |
| Tyson Foods Cl A (TSN) | 3.2 | $19M | 350k | 53.75 | |
| Cal Maine Foods Com New (CALM) | 3.0 | $17M | 300k | 57.39 | |
| Darling International (DAR) | 1.7 | $10M | 200k | 49.84 | |
| Lumber Liquidators Holdings | 0.3 | $1.5M | 380k | 3.90 | |
| Aptar (ATR) | 0.2 | $1.2M | 10k | 123.62 |
