Atlas FRM LLC 13F holdings
Atlas FRM LLC reported 25 positions with a total reported value of $2.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: IP INTERNATIONAL PAPER CO (16.1%), PACKAGING CORP OF AMERICA (15.6%), WCN WASTE CONNECTIONS INC (10.8%), SLVM SYLVAMO CORP (10.2%), SUZ SUZANO SA - ADR (8.1%). Against 2026-03-31 it opened 9 new positions and exited 7. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 25 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| IP INTERNATIONAL PAPER CO | 9,840,000 | $374.9M | 16.1% |
| PACKAGING CORP OF AMERICA | 1,532,500 | $365.2M | 15.6% |
| WCN WASTE CONNECTIONS INC | 1,510,000 | $251.7M | 10.8% |
| SLVM SYLVAMO CORP | 6,312,454 | $238.6M | 10.2% |
| SUZ SUZANO SA - ADR | 24,320,000 | $188.7M | 8.1% |
| FBIN FORTUNE BRANDS INNOVATIONS INC | 1,825,000 | $100.2M | 4.3% |
| ATR APTARGROUP INC | 670,000 | $83.9M | 3.6% |
| RYN Rayonier Inc | 3,940,000 | $83.8M | 3.6% |
| WY Weyerhaeuser Co | 3,040,000 | $72.8M | 3.1% |
| BLDR Builders FirstSource Inc | 718,000 | $64.2M | 2.8% |
| LGIH LGI HOMES INC | 967,000 | $61.6M | 2.6% |
| FCFS FIRSTCASH HOLDINGS INC | 270,000 | $58.4M | 2.5% |
| FND FLOOR & DECOR HOLDINGS INC-A | 930,000 | $55.2M | 2.4% |
| EZPW EZCORP INC-CL A(NSM) | 1,450,000 | $50.1M | 2.1% |
| WFG West Fraser Timber Co Ltd | 740,000 | $50.1M | 2.1% |
| SLGN SILGAN HOLDINGS INC | 1,040,000 | $48.2M | 2.1% |
| MBC MASTERBRAND INC | 4,624,400 | $47.6M | 2.0% |
| GREENBRIER COMPANIES INC | 787,588 | $38.6M | 1.7% |
| BCC BOISE CASCADE CO | 445,000 | $34.5M | 1.5% |
| CEMEX SAB-SPONS ADR PART CER | 2,120,000 | $25.4M | 1.1% |
| MTH MERITAGE HOMES CORP | 220,000 | $18.4M | 0.8% |
| JBI JANUS INTERNATIONAL GROUP IN | 3,240,000 | $18.0M | 0.8% |
| SONOCO PRODUCTS CO | 50,000 | $2.8M | 0.1% |
| VULCAN MATERIALS CO | 5,000 | $1.5M | <0.1% |
| MERCER INTERNATIONAL INC | 596,791 | $393.9K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PACKAGING CORP OF AMERICA | 1,532,500 | $365.2M | 15.6% |
| WCN WASTE CONNECTIONS INC | 1,510,000 | $251.7M | 10.8% |
| GREENBRIER COMPANIES INC | 787,588 | $38.6M | 1.7% |
| CEMEX SAB-SPONS ADR PART CER | 2,120,000 | $25.4M | 1.1% |
| MTH MERITAGE HOMES CORP | 220,000 | $18.4M | 0.8% |
| JBI JANUS INTERNATIONAL GROUP IN | 3,240,000 | $18.0M | 0.8% |
| SONOCO PRODUCTS CO | 50,000 | $2.8M | 0.1% |
| VULCAN MATERIALS CO | 5,000 | $1.5M | <0.1% |
| MERCER INTERNATIONAL INC | 596,791 | $393.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 7 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| PACKAGING CORP AMER | 1,532,500 | $325.2M | 21.3% |
| HRL HORMEL FOODS CORP | 2,825,000 | $64.0M | 4.2% |
| MOHAWK INDS INC | 165,000 | $16.2M | 1.1% |
| GREENBRIER COS INC | 249,561 | $13.1M | 0.9% |
| AMERICAN WOODMARK CORP | 296,000 | $11.8M | 0.8% |
| MERCER INTL INC | 3,150,000 | $4.5M | 0.3% |
| SELECT SECTOR SPDR TR | 50,000 | $4.1M | 0.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| IP INTERNATIONAL PAPER CO | 7,590,000 | 9,840,000 | +29.6% | $374.9M |
| RYN Rayonier Inc | 480,000 | 3,940,000 | +720.8% | $83.8M |
| WY Weyerhaeuser Co | 190,000 | 3,040,000 | +1,500.0% | $72.8M |
| BLDR Builders FirstSource Inc | 77,000 | 718,000 | +832.5% | $64.2M |
| WFG West Fraser Timber Co Ltd | 56,000 | 740,000 | +1,221.4% | $50.1M |
| SUZ SUZANO SA - ADR | 19,120,000 | 24,320,000 | +27.2% | $188.7M |
| ATR APTARGROUP INC | 350,000 | 670,000 | +91.4% | $83.9M |
| MBC MASTERBRAND INC | 1,300,000 | 4,624,400 | +255.7% | $47.6M |
| BCC BOISE CASCADE CO | 41,000 | 445,000 | +985.4% | $34.5M |
| LGIH LGI HOMES INC | 640,000 | 967,000 | +51.1% | $61.6M |
| SLGN SILGAN HOLDINGS INC | 870,000 | 1,040,000 | +19.5% | $48.2M |
| FND FLOOR & DECOR HOLDINGS INC-A | 894,000 | 930,000 | +4.0% | $55.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FBIN FORTUNE BRANDS INNOVATIONS INC | 2,175,000 | 1,825,000 | -16.1% | $100.2M |
CIK 1879898 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
