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 $1.53B across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PKG ($325.2M, 21.29%), IP ($271.0M, 17.74%), SLVM ($266.6M, 17.46%), SUZ ($191.4M, 12.53%), FBIN ($84.8M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PKG | PACKAGING CORP AMER | $325.2M | 21.29% | 1.5M | Added |
| 2 | IP | INTERNATIONAL PAPER CO | $271.0M | 17.74% | 7.6M | Added |
| 3 | SLVM | SYLVAMO CORP | $266.6M | 17.46% | 6.3M | Hold |
| 4 | SUZ | SUZANO S A | $191.4M | 12.53% | 19.1M | Added |
| 5 | FBIN | FORTUNE BRANDS INNOVATIONS I | $84.8M | 5.55% | 2.2M | New |
| 6 | HRL | HORMEL FOODS CORP | $64.0M | 4.19% | 2.8M | New |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | $50.8M | 3.32% | 270,000 | Added |
| 8 | FND | FLOOR & DECOR HLDGS INC | $45.4M | 2.97% | 894,000 | Added |
| 9 | ATR | APTARGROUP INC | $44.1M | 2.89% | 350,000 | New |
| 10 | EZPW | EZCORP INC | $36.8M | 2.41% | 1.4M | Added |
| 11 | SLGN | SILGAN HLDGS INC | $33.8M | 2.21% | 870,000 | Added |
| 12 | LGIH | LGI HOMES INC | $25.3M | 1.66% | 640,000 | New |
| 13 | MHK | MOHAWK INDS INC | $16.2M | 1.06% | 165,000 | Hold |
| 14 | GBX | GREENBRIER COS INC | $13.1M | 0.86% | 249,561 | New |
| 15 | AMWD | AMERICAN WOODMARK CORP | $11.8M | 0.77% | 296,000 | Hold |
| 16 | MBC | MASTERBRAND INC | $10.8M | 0.71% | 1.3M | New |
| 17 | RYN | RAYONIER INC | $9.9M | 0.65% | 480,000 | New |
| 18 | BLDR | BUILDERS FIRSTSOURCE INC | $6.3M | 0.42% | 77,000 | New |
| 19 | WY | WEYERHAEUSER CO | $4.6M | 0.30% | 190,000 | New |
| 20 | MERC | MERCER INTL INC | $4.5M | 0.29% | 3.1M | Hold |
| 21 | XLP | SELECT SECTOR SPDR TR | $4.1M | 0.27% | 50,000 | New |
| 22 | WFG | WEST FRASER TIMBER LTD | $3.7M | 0.24% | 56,000 | New |
| 23 | BCC | BOISE CASCADE CO DEL | $3.1M | 0.20% | 41,000 | New |
| 24 | SEE | SEALED AIR CORP NEW | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31