Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atlas FRM LLC (CIK 1879898) reported $2.33B across 25 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IP ($374.9M, 16.06%), PKG ($365.2M, 15.64%), WCN ($251.7M, 10.78%), SLVM ($238.6M, 10.22%), SUZ ($188.7M, 8.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IP | INTERNATIONAL PAPER CO | $374.9M | 16.06% | 9.8M | Added |
| 2 | PKG | PACKAGING CORP OF AMERICA | $365.2M | 15.64% | 1.5M | Hold |
| 3 | WCN | WASTE CONNECTIONS INC | $251.7M | 10.78% | 1.5M | New |
| 4 | SLVM | SYLVAMO CORP | $238.6M | 10.22% | 6.3M | Hold |
| 5 | SUZ | SUZANO SA - ADR | $188.7M | 8.08% | 24.3M | Added |
| 6 | FBIN | FORTUNE BRANDS INNOVATIONS INC | $100.2M | 4.29% | 1.8M | Trimmed |
| 7 | RYN | Rayonier Inc | $83.8M | 3.59% | 3.9M | Added |
| 8 | ATR | APTARGROUP INC | $83.9M | 3.59% | 670,000 | Added |
| 9 | WY | Weyerhaeuser Co | $72.8M | 3.12% | 3.0M | Added |
| 10 | BLDR | Builders FirstSource Inc | $64.2M | 2.75% | 718,000 | Added |
| 11 | LGIH | LGI HOMES INC | $61.6M | 2.64% | 967,000 | Added |
| 12 | FCFS | FIRSTCASH HOLDINGS INC | $58.4M | 2.50% | 270,000 | Hold |
| 13 | FND | FLOOR & DECOR HOLDINGS INC-A | $55.2M | 2.36% | 930,000 | Added |
| 14 | WFG | West Fraser Timber Co Ltd | $50.1M | 2.15% | 740,000 | Added |
| 15 | EZPW | EZCORP INC-CL A(NSM) | $50.1M | 2.15% | 1.4M | Hold |
| 16 | SLGN | SILGAN HOLDINGS INC | $48.2M | 2.07% | 1.0M | Added |
| 17 | MBC | MASTERBRAND INC | $47.6M | 2.04% | 4.6M | Added |
| 18 | GBX | GREENBRIER COMPANIES INC | $38.6M | 1.65% | 787,588 | Added |
| 19 | BCC | BOISE CASCADE CO | $34.5M | 1.48% | 445,000 | Added |
| 20 | CX | CEMEX SAB-SPONS ADR PART CER | $25.4M | 1.09% | 2.1M | New |
| 21 | MTH | MERITAGE HOMES CORP | $18.4M | 0.79% | 220,000 | New |
| 22 | JBI | JANUS INTERNATIONAL GROUP IN | $18.0M | 0.77% | 3.2M | New |
| 23 | SON | SONOCO PRODUCTS CO | $2.8M | 0.12% | 50,000 | New |
| 24 | VMC | VULCAN MATERIALS CO | $1.5M | 0.06% | 5,000 | New |
| 25 | MERC | MERCER INTERNATIONAL INC | $393,882 | 0.02% | 596,791 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30