Atlas FRM’s Sylvamo SLVM Stock Holding History

Atlas FRM’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267M	Hold	6,312,454	–	–	17.46%	3
2025 Q4	$304M	Hold	6,312,454	–	–	29.69%	1
2025 Q3	$279M	Hold	6,312,454	–	–	32.5%	1
2025 Q2	$316M	Hold	6,312,454	–	–	36.83%	1
2025 Q1	$423M	Hold	6,312,454	–	–	45.37%	1
2024 Q4	$499M	Hold	6,312,454	–	–	47.09%	1
2024 Q3	$542M	Hold	6,312,454	–	–	52.17%	1
2024 Q2	$433M	Hold	6,312,454	–	–	57.38%	1
2024 Q1	$390M	Hold	6,312,454	–	–	52.67%	1
2023 Q4	$310M	Hold	6,312,454	–	–	53.41%	1
2023 Q3	$277M	Hold	6,312,454	–	–	45.81%	1
2023 Q2	$255M	Hold	6,312,454	–	–	48.82%	1
2023 Q1	$292M	Hold	6,312,454	–	–	58.15%	1
2022 Q4	$307M	Hold	6,312,454	–	–	59.55%	1
2022 Q3	$214M	Hold	6,312,454	–	–	62.96%	1
2022 Q2	$206M	Buy	6,312,454 +4,132,000	+190%	+$173M	74.44%	1
2022 Q1	$72.6M	Buy	2,180,454 +460,000	+27%	+$15.3M	33.46%	2
2021 Q4	$49.5M	Buy	+1,720,454	New	+$50.1M	21.98%	2

Other funds holding SLVM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

Atlas FRM's SLVM Position: Q1 2026 in Review

Atlas FRM held its Sylvamo (SLVM) position steady in Q1 2026 at 6,312,454 shares worth $267M. The position accounts for 17.46% of the portfolio, ranked #3.

Atlas FRM first reported a position in SLVM in Q4 2021 and has held it in 18 quarters since. The position peaked at $542M in Q3 2024. 320 funds tracked by Wall St. Rank hold SLVM as of Q1 2026.

Atlas FRM held 6,312,454 shares of Sylvamo worth $267M as of Q1 2026.
Atlas FRM left its Sylvamo share count unchanged in Q1 2026.
Sylvamo made up 17.46% of Atlas FRM's portfolio in Q1 2026, its #3 holding.
Atlas FRM first reported a position in Sylvamo in Q4 2021 and has held it in 18 quarters since.
Atlas FRM's Sylvamo position peaked at $542M in Q3 2024.
320 funds tracked by Wall St. Rank held Sylvamo as of Q1 2026.

Based on Atlas FRM's 13F filing for Q1 2026, filed 14 May 2026.