Atlas FRM LLC

**Atlas FRM LLC** manages $1.0B across a concentrated portfolio of 12 positions. The fund exhibits significant conviction in select names, with its top holding in SLVM representing $303.9M, accounting for nearly 30% of disclosed assets. Further substantial allocations include PKG at $204.2M and IP at $196.9M. This structure suggests a high-conviction, bottom-up approach targeting outsized returns within its chosen sectors.

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