Investor
Atlas FRM LLC
CIK 0001879898 · filed 2026-05-14 · SEC filing
13F book
$1.53B
Positions
23
12 new · 1 sold
Largest name
21.3%
Packaging Corp Amer
Est. mark
−$45.8M
Price effect on 11 names still held. Flow $549.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Packaging Corp Amer | — | 1.53M | $325.2M | 21.3% | $5.93M | Added$121.1M |
| International Paper Co | — | 7.59M | $271M | 17.7% | −$18.4M | Added$74M |
| Sylvamo Corp | SLVM | 6.31M | $266.6M | 17.5% | −$37.3M | Held |
| Suzano S.A. | SUZ | 19.1M | $191.4M | 12.5% | $11.6M | Added$29.6M |
| Fortune Brands Innovations I | — | 2.17M | $84.8M | 5.5% | — | New |
| Hormel Foods Corp | — | 2.83M | $64M | 4.2% | — | New |
| FirstCash Holdings, Inc. | FCFS | 270K | $50.8M | 3.3% | $1.43M | Added$42.8M |
| Floor & Decor Hldgs Inc | — | 894K | $45.4M | 3.0% | −$2.94M | Added$27.7M |
| Aptargroup, Inc. | ATR | 350K | $44.1M | 2.9% | — | New |
| Ezcorp Inc | EZPW | 1.45M | $36.8M | 2.4% | $1.94M | Added$30.5M |
| Silgan Hldgs Inc | — | 870K | $33.8M | 2.2% | −$266.9K | Added$26.9M |
| LGI Homes, Inc. | LGIH | 640K | $25.3M | 1.7% | — | New |
| Mohawk Inds Inc | — | 165K | $16.2M | 1.1% | −$1.79M | Held |
| Greenbrier Cos Inc | — | 249.6K | $13.1M | 0.9% | — | New |
| American Woodmark Corporatio | — | 296K | $11.8M | 0.8% | −$4.16M | Held |
| MasterBrand, Inc. | MBC | 1.3M | $10.8M | 0.7% | — | New |
| Rayonier Inc | RYN | 480K | $9.9M | 0.6% | — | New |
| Builders FirstSource, Inc. | BLDR | 77K | $6.34M | 0.4% | — | New |
| Weyerhaeuser Co Mtn Be | WY | 190K | $4.64M | 0.3% | — | New |
| Mercer Intl Inc | — | 3.15M | $4.47M | 0.3% | −$1.76M | Held |
| Select Sector Spdr Tr | — | 50K | $4.1M | 0.3% | — | New |
| West Fraser Timber Co., Ltd | WFG | 56K | $3.66M | 0.2% | — | New |
| Boise Cascade Co Del | — | 41K | $3.11M | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.