Atlas FRM as of Sept. 30, 2025
Portfolio Holdings for Atlas FRM
Atlas FRM holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sylvamo Corp Common Stock (SLVM) | 32.5 | $279M | 6.3M | 44.22 | |
| Suzano S A Spon Ads (SUZ) | 19.0 | $163M | 17M | 9.40 | |
| Packaging Corporation of America (PKG) | 17.4 | $149M | 685k | 217.93 | |
| International Paper Company (IP) | 17.3 | $149M | 3.2M | 46.40 | |
| Sealed Air (SEE) | 5.7 | $49M | 1.4M | 35.35 | |
| Mohawk Industries (MHK) | 3.1 | $26M | 205k | 128.92 | |
| ODP Corp. (ODP) | 2.5 | $22M | 785k | 27.85 | |
| American Woodmark Corporation (AMWD) | 1.5 | $13M | 195k | 66.76 | |
| Mercer International (MERC) | 1.1 | $9.1M | 3.2M | 2.88 |
