Atlas FRM LLC
Atlas FRM LLC reported 51 holdings worth US$2.33B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Atlas FRM LLC reported 51 holdings worth US$2.33B as of Jun 30, 2026. Largest: International Paper Company, Packaging Corporation Of America and Waste Connections, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 51
- Value as reported
- US$2.33B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| International Paper Company | 9.84M | US$375M | 16.1% |
| Packaging Corporation Of America | 1.53M | US$365M | 15.6% |
| Waste Connections, Inc. | 1.51M | US$252M | 10.8% |
| Sylvamo Corporation | 6.31M | US$239M | 10.2% |
| Suzano S.a. | 24.3M | US$189M | 8.1% |
| Fortune Brands Innovations, Inc. | 1.82M | US$100M | 4.3% |
| Aptargroup, Inc. | 670K | US$83.9M | 3.6% |
| Rayonier Inc. Reit | 3.94M | US$83.8M | 3.6% |
| Weyerhaeuser Company | 3.04M | US$72.8M | 3.1% |
| Builders Firstsource, Inc. | 718K | US$64.2M | 2.8% |
| Lgi Homes, Inc. | 967K | US$61.6M | 2.6% |
| Firstcash Holdings, Inc. | 270K | US$58.4M | 2.5% |
| Floor & Decor Holdings, Inc. | 930K | US$55.2M | 2.4% |
| Ezcorp, Inc. | 1.45M | US$50.1M | 2.1% |
| West Fraser Timber Co. Ltd. | 740K | US$50.1M | 2.1% |
| Silgan Holdings Inc. | 1.04M | US$48.2M | 2.1% |
| Masterbrand, Inc. | 4.62M | US$47.6M | 2.0% |
| Greenbrier Companies, Inc. (the) | 788K | US$38.6M | 1.7% |
| Boise Cascade, L.l.c. | 445K | US$34.5M | 1.5% |
| Meritage Homes Corporation | 220K | US$18.4M | 0.79% |
| Janus International Group, Inc. | 3.24M | US$18M | 0.77% |
| Sonoco Products Company | 50,000 | US$2.82M | 0.12% |
| Vulcan Materials Company (holding Company) | 5,000 | US$1.48M | 0.06% |
| Mercer International Inc. | 597K | US$394K | 0.02% |
| American Woodmark Corporation | 0 | US$0 | 0.00% |
| Hormel Foods Corporation | 0 | US$0 | 0.00% |
| Mohawk Industries, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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