Atlas FRM LLC
13F Reported Value
ⓘ$2.3B
Holdings
25
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Atlas FRM LLC disclosed 25 positions worth $2.3B in its Form 13F-HR for Q2 2026, led by $IP (INTERNATIONAL PAPER CO /NEW/) at 16.1% of the equity portfolio, followed by $PKG and $WCN. During the quarter the fund opened 6 new positions and exited 4 — including a new stake in $WCN and a full exit from $HRL. The portfolio is most concentrated in Materials (54.9% of disclosed assets). All figures are sourced directly from Atlas FRM LLC’s Form 13F-HR filing with the SEC under CIK 1879898.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 52.1#1,483
Quality
$374.9M9,840,000 sh - 63.0#664
Quality
$365.2M1,532,500 sh - 68.2#298
Quality
$251.7M1,510,000 sh - 41.7
Quality
$238.6M6,312,454 sh - —
Quality
$188.7M24,320,000 sh - 49.2
Quality
$100.2M1,825,000 sh - 57.5
Quality
$83.9M670,000 sh - 58.2
Quality
$83.8M3,940,000 sh - 51.3
Quality
$72.8M3,040,000 sh - 45.9
Quality
$64.2M718,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 INTERNATIONAL PAPER CO /NEW/$IP | 52.1#1,483 | $374.9M | 9,840,000 |
 PACKAGING CORP OF AMERICA$PKG | 63.0#664 | $365.2M | 1,532,500 |
 Waste Connections, Inc.$WCN | 68.2#298 | $251.7M | 1,510,000 |
 Sylvamo Corp$SLVM | 41.7 | $238.6M | 6,312,454 |
 Suzano S.A.$SUZ | — | $188.7M | 24,320,000 |
 Fortune Brands Innovations, Inc.$FBIN | 49.2 | $100.2M | 1,825,000 |
 APTARGROUP, INC.$ATR | 57.5 | $83.9M | 670,000 |
 RAYONIER INC$RYN | 58.2 | $83.8M | 3,940,000 |
 WEYERHAEUSER CO$WY | 51.3 | $72.8M | 3,040,000 |
 Builders FirstSource, Inc.$BLDR | 45.9 | $64.2M | 718,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Atlas FRM LLC's 25 positions.
Showing top 10 of 25 holdings.
Sector Allocation
Materials
$1.3B
Industrials
$335.1M
Consumer Discretionary
$310.1M
Utilities
$251.7M
Real Estate
$156.6M
Full Holdings — Atlas FRM LLC (Q2 2026)
All 25 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IP | INTERNATIONAL PAPER CO /NEW/ | $374.9M | 16.1% | +30% | 52.1 |
| 2 | $PKG | PACKAGING CORP OF AMERICA | $365.2M | 15.6% | +0% | 63 |
| 3 | $WCN | Waste Connections, Inc. | $251.7M | 10.8% | NEW | 68.2 |
| 4 | $SLVM | Sylvamo Corp | $238.6M | 10.2% | +0% | 41.7 |
| 5 | $SUZ | Suzano S.A. | $188.7M | 8.1% | +27% | — |
| 6 | $FBIN | Fortune Brands Innovations, Inc. | $100.2M | 4.3% | -16% | 49.2 |
| 7 | $ATR | APTARGROUP, INC. | $83.9M | 3.6% | +91% | 57.5 |
| 8 | $RYN | RAYONIER INC | $83.8M | 3.6% | +721% | 58.2 |
| 9 | $WY | WEYERHAEUSER CO | $72.8M | 3.1% | +1500% | 51.3 |
| 10 | $BLDR | Builders FirstSource, Inc. | $64.2M | 2.8% | +832% | 45.9 |
| 11 |  $LGIH | LGI Homes, Inc. | $61.6M | 2.6% | +51% | 42.3 |
| 12 |  $FCFS | FirstCash Holdings, Inc. | $58.4M | 2.5% | +0% | 69.3 |
| 13 |  $FND | Floor & Decor Holdings, Inc. | $55.2M | 2.4% | +4% | 54.5 |
| 14 |  $EZPW | EZCORP INC | $50.1M | 2.1% | +0% | 63.4 |
| 15 |  $WFG | WEST FRASER TIMBER CO., LTD | $50.1M | 2.1% | +1221% | — |
| 16 |  $SLGN | SILGAN HOLDINGS INC | $48.2M | 2.1% | +20% | 57.4 |
| 17 |  $MBC | MasterBrand, Inc. | $47.6M | 2.0% | +256% | 38.7 |
| 18 |  $GBX | GREENBRIER COMPANIES INC | $38.6M | 1.6% | +216% | 38 |
| 19 |  $BCC | BOISE CASCADE Co | $34.5M | 1.5% | +985% | 44 |
| 20 |  $CX | CEMEX SAB DE CV | $25.4M | 1.1% | NEW | — |
| 21 |  $MTH | Meritage Homes CORP | $18.4M | 0.8% | NEW | — |
| 22 |  $JBI | Janus International Group, Inc. | $18.0M | 0.8% | NEW | 41.8 |
| 23 |  $SON | SONOCO PRODUCTS CO | $2.8M | 0.1% | NEW | 69 |
| 24 |  $VMC | Vulcan Materials CO | $1.5M | 0.1% | NEW | 63.5 |
| 25 |  $MERC | MERCER INTERNATIONAL INC. | $393,882 | 0.0% | -81% | 24.5 |
New Positions (6)
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