Latest Atlas FRM LLC Stock Portfolio
$580Million
Equity Portfolio Value
Last Reported on: 12 Feb, 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 $580.4 Millions as of 31 Dec, 2023.
The top stock holdings of Atlas FRM LLC are SLVM, IP, PKG. The fund has invested 53.4% of it's portfolio in SYLVAMO CORP and 18.1% of portfolio in INTERNATIONAL PAPER CO.
The fund managers got completely rid off WESTROCK CO (WRK) and PILGRIMS PRIDE CORP (PPC) stocks. They significantly reduced their stock positions in PACKAGING CORP AMER (PKG). Atlas FRM LLC opened new stock positions in APTARGROUP INC (ATR). The fund showed a lot of confidence in some stocks as they added substantially to SUZANO S A (SUZ), CAL MAINE FOODS INC (CALM) and TYSON FOODS INC (TSN).
The top stock holdings of Atlas FRM LLC are SLVM, IP, PKG. The fund has invested 53.4% of it's portfolio in SYLVAMO CORP and 18.1% of portfolio in INTERNATIONAL PAPER CO.
The fund managers got completely rid off WESTROCK CO (WRK) and PILGRIMS PRIDE CORP (PPC) stocks. They significantly reduced their stock positions in PACKAGING CORP AMER (PKG). Atlas FRM LLC opened new stock positions in APTARGROUP INC (ATR). The fund showed a lot of confidence in some stocks as they added substantially to SUZANO S A (SUZ), CAL MAINE FOODS INC (CALM) and TYSON FOODS INC (TSN).
New Buys
| Ticker | $ Bought |
|---|---|
| APTARGROUP INC | 1,236,200 |
New stocks bought by Atlas FRM LLC
Additions
| Ticker | % Inc. |
|---|---|
| SUZANO S A | 130 |
| CAL MAINE FOODS INC | 50.00 |
| TYSON FOODS INC | 40.00 |
| INTERNATIONAL PAPER CO | 11.54 |
Additions to existing portfolio by Atlas FRM LLC
Reductions
| Ticker | % Reduced |
|---|---|
| PACKAGING CORP AMER | -20.65 |
Atlas FRM LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| WESTROCK CO | -75,180,000 |
| PILGRIMS PRIDE CORP | -17,807,400 |
Atlas FRM LLC got rid off the above stocks
Current Stock Holdings of Atlas FRM LLC
Last Reported on: 12 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ATR | APTARGROUP INC | 0.21 | 10,000 | 1,236,200 | NEW | ||
| CALM | CAL MAINE FOODS INC | 2.97 | 300,000 | 17,217,000 | ADDED | 50.00 | |
| DAR | DARLING INGREDIENTS INC | 1.72 | 200,000 | 9,968,000 | UNCHANGED | 0.00 | |
| IP | INTERNATIONAL PAPER CO | 18.06 | 2,900,000 | 104,835,000 | ADDED | 11.54 | |
| LL | LL FLOORING HOLDINGS INC | 0.26 | 380,000 | 1,482,000 | UNCHANGED | 0.00 | |
| MERC | MERCER INTL INC | 5.14 | 3,150,000 | 29,862,000 | UNCHANGED | 0.00 | |
| PKG | PACKAGING CORP AMER | 10.25 | 365,000 | 59,462,200 | REDUCED | -20.65 | |
| PPC | PILGRIMS PRIDE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SLVM | SYLVAMO CORP | 53.42 | 6,312,450 | 310,005,000 | UNCHANGED | 0.00 | |
| SUZ | SUZANO S A | 4.74 | 2,420,000 | 27,491,200 | ADDED | 130 | |
| TSN | TYSON FOODS INC | 3.24 | 350,000 | 18,812,500 | ADDED | 40.00 | |
| WRK | WESTROCK CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |