Atlas FRM LLC
CIK 1879898 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- IP16.06%
- PKG15.64%
- WCN10.78%
- SLVM10.22%
- SUZ8.08%
- FBIN4.29%
- ATR3.59%
- RYN3.59%
- WY3.12%
- BLDR2.75%
Share classes counted separately78.12%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SLVMWeight decreased · -7.24 pp17.46% → 10.22%Shares 0 (0.00%)
- PKGWeight decreased · -5.65 pp21.29% → 15.64%Shares 0 (0.00%)
- SUZWeight decreased · -4.45 pp12.53% → 8.08%Shares +5.20M (+27.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IPINTERNATIONAL PAPER CO View history and evidence | $374.90M | 16.06% | 9.84M shares | 17.74% → 16.06%-1.68 pp +2.25M (+29.64%) | Added | ▾ |
| 02 | PKGPACKAGING CORP OF AMERICA View history and evidence | $365.16M | 15.64% | 1.53M shares | 21.29% → 15.64%-5.65 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | WCNWASTE CONNECTIONS INC View history and evidence | $251.70M | 10.78% | 1.51M shares | Prior unavailable +1.51M | New | ▾ |
| 04 | SLVMSYLVAMO CORPCOMMON STOCK View history and evidence | $238.61M | 10.22% | 6.31M shares | 17.46% → 10.22%-7.24 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | SUZSUZANO SA - SPON ADRSPON ADS View history and evidence | $188.72M | 8.08% | 24.32M shares | 12.53% → 8.08%-4.45 pp +5.20M (+27.20%) | Added | ▾ |
| 06 | FBINFORTUNE BRANDS INNOVATIONS I View history and evidence | $100.19M | 4.29% | 1.82M shares | 5.55% → 4.29%-1.26 pp -350.00K (-16.09%) | Reduced | ▾ |
| 07 | ATRAPTARGROUP INC View history and evidence | $83.88M | 3.59% | 670.00K shares | 2.89% → 3.59%+0.70 pp +320.00K (+91.43%) | Added | ▾ |
| 08 | RYNRAYONIER INC View history and evidence | $83.84M | 3.59% | 3.94M shares | 0.65% → 3.59%+2.94 pp +3.46M (+720.83%) | Added | ▾ |
| 09 | WYWEYERHAEUSER COCOM NEW View history and evidence | $72.78M | 3.12% | 3.04M shares | 0.30% → 3.12%+2.82 pp +2.85M (+1500.00%) | Added | ▾ |
| 10 | BLDRBUILDERS FIRSTSOURCE INC View history and evidence | $64.25M | 2.75% | 718.00K shares | 0.42% → 2.75%+2.33 pp +641.00K (+832.47%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HRL HORMEL FOODS CORP | Non-derivative | -2,825,000 | -$63.99M | SEC filing ↗ | SEC filing ↗ |
| MHK MOHAWK INDUSTRIES INC | Non-derivative | -165,000 | -$16.25M | SEC filing ↗ | SEC filing ↗ |
| AMWD AMERICAN WOODMARK CORP | Non-derivative | -296,000 | -$11.79M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1879898 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2334985907
}Take these holdings further.
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