Atlas FRM LLC — 13F Holdings & Portfolio
CIK 1879898 · latest 13F-HR filed 2026-08-13
Atlas FRM LLC manages $2.33B in 13F-reported U.S. long-equity assets across 51 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SLVM (10.22%), PKG (6.47%), IP (6.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 4, added to 16, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
GREENWICH, CT 06830
$2.33B
Long-equity book
51
Distinct positions
2026-06-30
Filed 2026-08-13
+6 / −4 / ↑16 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INTERNATIONAL PAPER CO$103.9M +38.4%
- Rayonier Inc$73.9M +747.1%
- Weyerhaeuser Co$68.1M +1467.9%
- Builders FirstSource Inc$57.9M +913.4%
- West Fraser Timber Co Ltd$46.4M +1270.0%
New Positions
- WASTE CONNECTIONS INC$251.7M
- CEMEX SAB-SPONS ADR PART CER$25.4M
- MERITAGE HOMES CORP$18.4M
- JANUS INTERNATIONAL GROUP IN$18.0M
- SONOCO PRODUCTS CO$2.8M
Exited Positions
- HORMEL FOODS CORP$64.0M
- MOHAWK INDS INC$16.2M
- AMERICAN WOODMARK CORP$11.8M
- SELECT SECTOR SPDR TR$4.1M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 871332102 | $238.6M | 10.22% | 6,312,454 | SH |
| 2 | PACKAGING CORP OF AMERICA | PKG | 695156109 | $151.0M | 6.47% | 633,639 | SH |
| 3 | INTERNATIONAL PAPER CO | IP | 460146103 | $143.8M | 6.16% | 3,775,000 | SH |
| 4 | INTERNATIONAL PAPER CO | IP | 460146103 | $133.3M | 5.71% | 3,500,000 | SH |
| 5 | PACKAGING CORP OF AMERICA | PKG | 695156109 | $131.6M | 5.64% | 552,500 | SH |
| 6 | WASTE CONNECTIONS INC | WCN | 94106B101 | $115.0M | 4.93% | 690,000 | SH |
| 7 | WASTE CONNECTIONS INC | WCN | 94106B101 | $111.7M | 4.78% | 670,000 | SH |
| 8 | INTERNATIONAL PAPER CO | IP | 460146103 | $97.7M | 4.19% | 2,565,000 | SH |
| 9 | SUZANO SA - ADR | SUZ | 86959K105 | $86.3M | 3.70% | 11,120,000 | SH |
| 10 | PACKAGING CORP OF AMERICA | PKG | 695156109 | $82.5M | 3.53% | 346,361 | SH |
| 11 | FORTUNE BRANDS INNOVATIONS INC | FBIN | 34964C106 | $80.4M | 3.44% | 1,465,000 | SH |
| 12 | SUZANO SA - ADR | SUZ | 86959K105 | $63.6M | 2.73% | 8,200,000 | SH |
| 13 | LGI HOMES INC | LGIH | 50187T106 | $61.6M | 2.64% | 967,000 | SH |
| 14 | APTARGROUP INC | ATR | 038336103 | $56.3M | 2.41% | 450,000 | SH |
| 15 | Rayonier Inc | RYN | 754907103 | $48.9M | 2.10% | 2,300,000 | SH |
| 16 | MASTERBRAND INC | MBC | 57638P104 | $47.6M | 2.04% | 4,624,400 | SH |
| 17 | FIRSTCASH HOLDINGS INC | FCFS | 33768G107 | $45.4M | 1.95% | 210,000 | SH |
| 18 | Builders FirstSource Inc | BLDR | 12008R107 | $43.4M | 1.86% | 485,000 | SH |
| 19 | EZCORP INC-CL A(NSM) | EZPW | 302301106 | $38.9M | 1.67% | 1,125,000 | SH |
| 20 | SUZANO SA - ADR | SUZ | 86959K105 | $38.8M | 1.66% | 5,000,000 | SH |
| 21 | Weyerhaeuser Co | WY | 962166104 | $37.3M | 1.60% | 1,560,000 | SH |
| 22 | Weyerhaeuser Co | WY | 962166104 | $35.4M | 1.52% | 1,480,000 | SH |
| 23 | GREENBRIER COMPANIES INC | GBX | 393657101 | $35.3M | 1.51% | 720,209 | SH |
| 24 | Rayonier Inc | RYN | 754907103 | $34.9M | 1.49% | 1,640,000 | SH |
| 25 | West Fraser Timber Co Ltd | WFG | 952845105 | $29.1M | 1.25% | 430,000 | SH |
| 26 | FLOOR & DECOR HOLDINGS INC-A | FND | 339750101 | $26.1M | 1.12% | 440,000 | SH |
| 27 | SILGAN HOLDINGS INC | SLGN | 827048109 | $25.5M | 1.09% | 550,000 | SH |
| 28 | APTARGROUP INC | ATR | 038336103 | $25.0M | 1.07% | 200,000 | SH |
| 29 | WASTE CONNECTIONS INC | WCN | 94106B101 | $25.0M | 1.07% | 150,000 | SH |
| 30 | FLOOR & DECOR HOLDINGS INC-A | FND | 339750101 | $22.9M | 0.98% | 385,000 | SH |
| 31 | West Fraser Timber Co Ltd | WFG | 952845105 | $21.0M | 0.90% | 310,000 | SH |
| 32 | SILGAN HOLDINGS INC | SLGN | 827048109 | $20.9M | 0.89% | 450,000 | SH |
| 33 | Builders FirstSource Inc | BLDR | 12008R107 | $20.8M | 0.89% | 233,000 | SH |
| 34 | FORTUNE BRANDS INNOVATIONS INC | FBIN | 34964C106 | $19.8M | 0.85% | 360,000 | SH |
| 35 | MERITAGE HOMES CORP | MTH | 59001A102 | $18.4M | 0.79% | 220,000 | SH |
| 36 | CEMEX SAB-SPONS ADR PART CER | CX | 151290889 | $18.2M | 0.78% | 1,520,000 | SH |
| 37 | BOISE CASCADE CO | BCC | 09739D100 | $17.5M | 0.75% | 225,000 | SH |
| 38 | BOISE CASCADE CO | BCC | 09739D100 | $17.1M | 0.73% | 220,000 | SH |
| 39 | JANUS INTERNATIONAL GROUP IN | JBI | 47103N106 | $13.3M | 0.57% | 2,400,000 | SH |
| 40 | FIRSTCASH HOLDINGS INC | FCFS | 33768G107 | $13.0M | 0.56% | 60,000 | SH |
| 41 | EZCORP INC-CL A(NSM) | EZPW | 302301106 | $11.2M | 0.48% | 325,000 | SH |
| 42 | CEMEX SAB-SPONS ADR PART CER | CX | 151290889 | $7.2M | 0.31% | 600,000 | SH |
| 43 | FLOOR & DECOR HOLDINGS INC-A | FND | 339750101 | $6.2M | 0.27% | 105,000 | SH |
| 44 | JANUS INTERNATIONAL GROUP IN | JBI | 47103N106 | $4.7M | 0.20% | 840,000 | SH |
| 45 | GREENBRIER COMPANIES INC | GBX | 393657101 | $3.3M | 0.14% | 67,379 | SH |
| 46 | SONOCO PRODUCTS CO | SON | 835495102 | $2.8M | 0.12% | 50,000 | SH |
| 47 | APTARGROUP INC | ATR | 038336103 | $2.5M | 0.11% | 20,000 | SH |
| 48 | SILGAN HOLDINGS INC | SLGN | 827048109 | $1.9M | 0.08% | 40,000 | SH |
| 49 | VULCAN MATERIALS CO | VMC | 929160109 | $1.5M | 0.06% | 5,000 | SH |
| 50 | MERCER INTERNATIONAL INC | MERC | 588056101 | $255.7K | 0.01% | 387,445 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $2.33B | 51 | 0001879898-26-000007 |
| 2026-03-31 | 2026-05-14 | $1.53B | 41 | 0001879898-26-000005 |
| 2025-12-31 | 2026-02-12 | $1.02B | 17 | 0001879898-26-000002 |
| 2025-09-30 | 2025-11-13 | $858.8M | 14 | 0001879898-25-000015 |