Holders — by stockHoldings — by fund
Atlas FRM LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001879898
$2.33B
disclosed book value
25
positions
16.1%
largest position share
Positions, as of 2026-06-30
top 25 of 25 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IPINTERNATIONAL PAPER CO | 9.8M | $374.9M | 16.1% |
| 2 | PKGPACKAGING CORP OF AMERICA | 1.5M | $365.2M | 15.6% |
| 3 | WCNWASTE CONNECTIONS INC | 1.5M | $251.7M | 10.8% |
| 4 | SLVMSYLVAMO CORP | 6.3M | $238.6M | 10.2% |
| 5 | SUZSUZANO SA - ADR | 24.3M | $188.7M | 8.1% |
| 6 | FBINFORTUNE BRANDS INNOVATIONS INC | 1.8M | $100.2M | 4.3% |
| 7 | ATRAPTARGROUP INC | 670,000 | $83.9M | 3.6% |
| 8 | RYNRayonier Inc | 3.9M | $83.8M | 3.6% |
| 9 | WYWeyerhaeuser Co | 3.0M | $72.8M | 3.1% |
| 10 | BLDRBuilders FirstSource Inc | 718,000 | $64.2M | 2.8% |
| 11 | LGIHLGI HOMES INC | 967,000 | $61.6M | 2.6% |
| 12 | FCFSFIRSTCASH HOLDINGS INC | 270,000 | $58.4M | 2.5% |
| 13 | FNDFLOOR & DECOR HOLDINGS INC-A | 930,000 | $55.2M | 2.4% |
| 14 | EZPWEZCORP INC-CL A(NSM) | 1.4M | $50.1M | 2.1% |
| 15 | WFGWest Fraser Timber Co Ltd | 740,000 | $50.1M | 2.1% |
| 16 | SLGNSILGAN HOLDINGS INC | 1.0M | $48.2M | 2.1% |
| 17 | MBCMASTERBRAND INC | 4.6M | $47.6M | 2% |
| 18 | GBXGREENBRIER COMPANIES INC | 787,588 | $38.6M | 1.7% |
| 19 | BCCBOISE CASCADE CO | 445,000 | $34.5M | 1.5% |
| 20 | CXCEMEX SAB-SPONS ADR PART CER | 2.1M | $25.4M | 1.1% |
| 21 | MTHMERITAGE HOMES CORP | 220,000 | $18.4M | 0.8% |
| 22 | JBIJANUS INTERNATIONAL GROUP IN | 3.2M | $18.0M | 0.8% |
| 23 | SONSONOCO PRODUCTS CO | 50,000 | $2.8M | 0.1% |
| 24 | VMCVULCAN MATERIALS CO | 5,000 | $1.5M | 0.1% |
| 25 | MERCMERCER INTERNATIONAL INC | 596,791 | $393,882 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.