Grufity logoGrufity logo
StocksFundsScreenerSectorsWatchlists

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).

New Buys

Ticker$ Bought
APTARGROUP INC1,236,200

New stocks bought by Atlas FRM LLC

Additions

Ticker% Inc.
SUZANO S A130
CAL MAINE FOODS INC50.00
TYSON FOODS INC40.00
INTERNATIONAL PAPER CO11.54

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
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
ATRAPTARGROUP INC0.2110,0001,236,200NEW
CALMCAL MAINE FOODS INC2.97300,00017,217,000ADDED50.00
DARDARLING INGREDIENTS INC1.72200,0009,968,000UNCHANGED0.00
IPINTERNATIONAL PAPER CO18.062,900,000104,835,000ADDED11.54
LLLL FLOORING HOLDINGS INC0.26380,0001,482,000UNCHANGED0.00
MERCMERCER INTL INC5.143,150,00029,862,000UNCHANGED0.00
PKGPACKAGING CORP AMER10.25365,00059,462,200REDUCED-20.65
PPCPILGRIMS PRIDE CORP0.000.000.00SOLD OFF-100
SLVMSYLVAMO CORP53.426,312,450310,005,000UNCHANGED0.00
SUZSUZANO S A4.742,420,00027,491,200ADDED130
TSNTYSON FOODS INC3.24350,00018,812,500ADDED40.00
WRKWESTROCK CO0.000.000.00SOLD OFF-100