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CIK: 0001879898
Total reported value
$2.3B
$2.3B
10 檔
41.4%
In Q4 2024, Atlas FRM LLC's U.S. equity holdings reached a combined market value of $2.3B, distributed across 10 disclosed stock positions.
During Q4 2024, Atlas FRM LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SLVM, IP, SUZ) accounted for 41.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SLVM | Sylvamo CORP | Stock-Materials | 47.09% | -7.24% | — | |
| 2 | IP | International Paper Co | Stock-Consumer Disc | 17.02% | -1.68% | -1.47% | |
| 3 | SUZ | Suzano SA - Spon Adr | Stock-Other | 16.55% | -4.45% | +13.05% | |
| 4 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 5.95% | -5.65% | +7.69% | |
| 5 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 4.56% | -1.06% | EXIT | |
| 6 | SDA | Sealed Air CORP | Stock-Consumer Disc | 2.43% | — | -15.56% | |
| 7 | MERC | Mercer International Inc | Stock-Other | 1.93% | -0.27% | — | |
| 8 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 1.92% | — | — | |
| 9 | ODP1 | Odp Corp/the | Stock-Other | 1.69% | — | — | |
| 10 | AHQ | American Woodmark CORP | Stock-Other | 0.86% | -0.77% | EXIT |
According to official SEC Form 13F filings, Atlas FRM LLC reported a total U.S. public equity portfolio value of $2.3B across 10 disclosed positions in Q4 2024.
During Q4 2024, Atlas FRM LLC's top holdings by market value included SLVM (47.1%)、IP (17.0%)、SUZ (16.6%). The largest single position, SLVM, represented 47.1% of total portfolio value.
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In Q4 2024, Atlas FRM LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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