ATLAS FRM LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| SLVM | SYLVAMO | 6,312,454 | 0 | 0.00% | $36.43 | 36.83% | 15.64% | 316,253,945 | 2025-06-30 | ||||||
| SUZ | SUZANO SA | 17,320,000 | 0 | 0.00% | $10.38 | 18.98% | 0.00% | 162,981,200 | 2025-06-30 | ||||||
| IP | INTERNATIONAL PAPER | 3,200,000 | 0 | 0.00% | $38.78 | 17.45% | 0.61% | 149,856,000 | 2025-06-30 | ||||||
| PKG | PACKAGING CORP OF AMERICA | 535,000 | +200,000 | +59.70% | $192.50 | 11.74% | 0.59% | 100,820,750 | 2025-06-30 | ||||||
| MHK | MOHAWK INDUSTRIES | 608,000 | +133,000 | +28.00% | $132.15 | 7.42% | 0.98% | 63,742,720 | 2025-06-30 | ||||||
| SEE | SEALED AIR | 980,000 | +410,000 | +71.93% | $32.24 | 3.54% | 0.67% | 30,409,400 | 2025-06-30 | ||||||
| ODP | ODP | 785,213 | 0 | 0.00% | $27.59 | 1.66% | 2.61% | 14,235,912 | 2025-06-30 | ||||||
| MERC | MERCER INTERNATIONAL | 3,150,000 | 0 | 0.00% | $12.04 | 1.28% | 4.70% | 11,025,001 | 2025-06-30 | ||||||
| AMWD | AMERICAN WOODMARK | 177,000 | 0 | 0.00% | $83.48 | 1.10% | 1.22% | 9,446,490 | 2025-06-30 | ||||||