Latest Atlas FRM LLC Stock Portfolio
$739Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About Atlas FRM LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Atlas FRM LLC reported an equity portfolio of $739.9 Millions as of 31 Mar, 2024.
The top stock holdings of Atlas FRM LLC are SLVM, IP, SUZ. The fund has invested 52.7% of it's portfolio in SYLVAMO CORP and 19.2% of portfolio in INTERNATIONAL PAPER CO.
The fund managers got completely rid off TYSON FOODS INC (TSN), CAL MAINE FOODS INC (CALM) and DARLING INGREDIENTS INC (DAR) stocks. They significantly reduced their stock positions in PACKAGING CORP AMER (PKG). The fund showed a lot of confidence in some stocks as they added substantially to APTARGROUP INC (ATR), SUZANO S A (SUZ) and INTERNATIONAL PAPER CO (IP).
The top stock holdings of Atlas FRM LLC are SLVM, IP, SUZ. The fund has invested 52.7% of it's portfolio in SYLVAMO CORP and 19.2% of portfolio in INTERNATIONAL PAPER CO.
The fund managers got completely rid off TYSON FOODS INC (TSN), CAL MAINE FOODS INC (CALM) and DARLING INGREDIENTS INC (DAR) stocks. They significantly reduced their stock positions in PACKAGING CORP AMER (PKG). The fund showed a lot of confidence in some stocks as they added substantially to APTARGROUP INC (ATR), SUZANO S A (SUZ) and INTERNATIONAL PAPER CO (IP).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| APTARGROUP INC | 1,500 |
| SUZANO S A | 194 |
| INTERNATIONAL PAPER CO | 25.86 |
Additions to existing portfolio by Atlas FRM LLC
Reductions
| Ticker | % Reduced |
|---|---|
| PACKAGING CORP AMER | -10.96 |
Atlas FRM LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| TYSON FOODS INC | -18,812,500 |
| CAL MAINE FOODS INC | -17,217,000 |
| DARLING INGREDIENTS INC | -9,968,000 |
Atlas FRM LLC got rid off the above stocks
Current Stock Holdings of Atlas FRM LLC
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ATR | APTARGROUP INC | 3.11 | 160,000 | 23,022,400 | ADDED | 1,500 | |
| CALM | CAL MAINE FOODS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DAR | DARLING INGREDIENTS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IP | INTERNATIONAL PAPER CO | 19.25 | 3,650,000 | 142,423,000 | ADDED | 25.86 | |
| LL | LL FLOORING HOLDINGS INC | 0.09 | 380,000 | 695,400 | UNCHANGED | 0.00 | |
| MERC | MERCER INTL INC | 4.24 | 3,150,000 | 31,342,500 | UNCHANGED | 0.00 | |
| PKG | PACKAGING CORP AMER | 8.34 | 325,000 | 61,678,500 | REDUCED | -10.96 | |
| SLVM | SYLVAMO CORP | 52.67 | 6,312,450 | 389,731,000 | UNCHANGED | 0.00 | |
| SUZ | SUZANO S A | 12.30 | 7,120,000 | 90,993,600 | ADDED | 194 | |
| TSN | TYSON FOODS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |