Atlas Frm Llc Portfolio Stock Holdings
Atlas Frm Llc disclosed 23 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include PACKAGING CORP AMER, INTERNATIONAL PAPER CO, and SYLVAMO CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 23
- Portfolio Value
- $1.5B
Holdings by Sector
Atlas Frm Llc Portfolio Holdings in Q1 2026
23 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PACKAGING CORP AMER | PKG | Consumer Cyclical | 21.29% | 1,532,500 | +542,500 | +54.80% | $325,227,150 |
| INTERNATIONAL PAPER CO | IP | Consumer Cyclical | 17.74% | 7,590,000 | +2,590,000 | +51.80% | $270,963,000 |
| SYLVAMO CORP | SLVM | Basic Materials | 17.46% | 6,312,454 | - | - | $266,638,057 |
| SUZANO S A | SUZ | Basic Materials | 12.53% | 19,120,000 | +1,800,000 | +10.39% | $191,391,200 |
| FORTUNE BRANDS INNOVATIONS I | FBIN | Industrials | 5.55% | 2,175,000 | +2,175,000 | +100.00% | $84,759,750 |
| HORMEL FOODS CORP | HRL | Consumer Defensive | 4.19% | 2,825,000 | +2,825,000 | +100.00% | $63,986,250 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 3.32% | 270,000 | +220,000 | +440.00% | $50,760,000 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 2.97% | 894,000 | +603,000 | +207.22% | $45,415,200 |
| APTARGROUP INC | ATR | Healthcare | 2.89% | 350,000 | +350,000 | +100.00% | $44,107,000 |
| EZCORP INC | EZPW | Financial Services | 2.41% | 1,450,000 | +1,125,000 | +346.15% | $36,801,000 |
| SILGAN HLDGS INC | SLGN | Consumer Cyclical | 2.21% | 870,000 | +700,000 | +411.76% | $33,756,000 |
| LGI HOMES INC | LGIH | Consumer Cyclical | 1.66% | 640,000 | +640,000 | +100.00% | $25,299,200 |
| MOHAWK INDS INC | MHK | Consumer Cyclical | 1.06% | 165,000 | - | - | $16,245,900 |
| GREENBRIER COS INC | GBX | Industrials | 0.86% | 249,561 | +249,561 | +100.00% | $13,139,387 |
| AMERICAN WOODMARK CORP | AMWD | Consumer Cyclical | 0.77% | 296,000 | - | - | $11,789,680 |
| MASTERBRAND INC | MBC | Consumer Cyclical | 0.71% | 1,300,000 | +1,300,000 | +100.00% | $10,803,000 |
| RAYONIER INC | RYN | Real Estate | 0.65% | 480,000 | +480,000 | +100.00% | $9,897,600 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 0.42% | 77,000 | +77,000 | +100.00% | $6,339,410 |
| WEYERHAEUSER CO | WY | Real Estate | 0.30% | 190,000 | +190,000 | +100.00% | $4,641,700 |
| MERCER INTL INC | MERC | Basic Materials | 0.29% | 3,150,000 | - | - | $4,473,000 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.27% | 50,000 | +50,000 | +100.00% | $4,099,000 |
| WEST FRASER TIMBER LTD | WFG | Basic Materials | 0.24% | 56,000 | +56,000 | +100.00% | $3,656,240 |
| BOISE CASCADE CO DEL | BCC | Basic Materials | 0.20% | 41,000 | +41,000 | +100.00% | $3,109,850 |