Atlas FRM LLC — 13F Holdings & Portfolio
CIK 1879898 · latest 13F-HR filed 2026-05-14
Atlas FRM LLC manages $1.53B in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SLVM (17.46%), PKG (8.80%), PKG (7.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 1, added to 7, and trimmed 4.
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.
$1.53B
Long-equity book
41
Distinct positions
2026-03-31
Filed 2026-05-14
+12 / −1 / ↑7 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PACKAGING CORP AMER$121.1M +59.3%
- INTERNATIONAL PAPER CO$74.0M +37.6%
- FIRSTCASH HOLDINGS INC$42.8M +537.0%
- EZCORP INC$30.5M +483.1%
- SUZANO S A$29.6M +18.3%
Top Trims
- SYLVAMO CORP-$37.3M -12.3%
- AMERICAN WOODMARK CORP-$4.2M -26.1%
- MOHAWK INDS INC-$1.8M -9.9%
- MERCER INTL INC-$1.8M -28.3%
New Positions
- FORTUNE BRANDS INNOVATIONS I$84.8M
- HORMEL FOODS CORP$64.0M
- APTARGROUP INC$44.1M
- LGI HOMES INC$25.3M
- GREENBRIER COS INC$13.1M
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 | $266.6M | 17.46% | 6,312,454 | SH |
| 2 | PACKAGING CORP AMER | PKG | 695156109 | $134.5M | 8.80% | 633,639 | SH |
| 3 | PACKAGING CORP AMER | PKG | 695156109 | $117.3M | 7.68% | 552,500 | SH |
| 4 | SUZANO S A | SUZ | 86959K105 | $111.3M | 7.29% | 11,120,000 | SH |
| 5 | INTERNATIONAL PAPER CO | IP | 460146103 | $108.0M | 7.07% | 3,025,000 | SH |
| 6 | INTERNATIONAL PAPER CO | IP | 460146103 | $98.2M | 6.43% | 2,750,000 | SH |
| 7 | PACKAGING CORP AMER | PKG | 695156109 | $73.5M | 4.81% | 346,361 | SH |
| 8 | INTERNATIONAL PAPER CO | IP | 460146103 | $64.8M | 4.24% | 1,815,000 | SH |
| 9 | SUZANO S A | SUZ | 86959K105 | $62.1M | 4.06% | 6,200,000 | SH |
| 10 | HORMEL FOODS CORP | HRL | 440452100 | $50.4M | 3.30% | 2,225,000 | SH |
| 11 | FORTUNE BRANDS INNOVATIONS I | FBIN | 34964C106 | $49.7M | 3.25% | 1,275,000 | SH |
| 12 | APTARGROUP INC | ATR | 038336103 | $44.1M | 2.89% | 350,000 | SH |
| 13 | FIRSTCASH HOLDINGS INC | FCFS | 33768G107 | $39.5M | 2.58% | 210,000 | SH |
| 14 | FLOOR & DECOR HLDGS INC | FND | 339750101 | $38.1M | 2.49% | 750,000 | SH |
| 15 | FORTUNE BRANDS INNOVATIONS I | FBIN | 34964C106 | $35.1M | 2.30% | 900,000 | SH |
| 16 | EZCORP INC | EZPW | 302301106 | $28.6M | 1.87% | 1,125,000 | SH |
| 17 | LGI HOMES INC | LGIH | 50187T106 | $25.3M | 1.66% | 640,000 | SH |
| 18 | SILGAN HLDGS INC | SLGN | 827048109 | $21.3M | 1.40% | 550,000 | SH |
| 19 | SUZANO S A | SUZ | 86959K105 | $18.0M | 1.18% | 1,800,000 | SH |
| 20 | MOHAWK INDS INC | MHK | 608190104 | $16.2M | 1.06% | 165,000 | SH |
| 21 | HORMEL FOODS CORP | HRL | 440452100 | $13.6M | 0.89% | 600,000 | SH |
| 22 | GREENBRIER COS INC | GBX | 393657101 | $13.1M | 0.86% | 249,561 | SH |
| 23 | SILGAN HLDGS INC | SLGN | 827048109 | $12.4M | 0.81% | 320,000 | SH |
| 24 | AMERICAN WOODMARK CORP | AMWD | 030506109 | $11.8M | 0.77% | 296,000 | SH |
| 25 | FIRSTCASH HOLDINGS INC | FCFS | 33768G107 | $11.3M | 0.74% | 60,000 | SH |
| 26 | MASTERBRAND INC | MBC | 57638P104 | $10.8M | 0.71% | 1,300,000 | SH |
| 27 | RAYONIER INC | RYN | 754907103 | $9.1M | 0.59% | 440,000 | SH |
| 28 | EZCORP INC | EZPW | 302301106 | $8.2M | 0.54% | 325,000 | SH |
| 29 | FLOOR & DECOR HLDGS INC | FND | 339750101 | $7.3M | 0.48% | 144,000 | SH |
| 30 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $5.9M | 0.39% | 72,000 | SH |
| 31 | WEYERHAEUSER CO | WY | 962166104 | $4.2M | 0.27% | 170,000 | SH |
| 32 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $4.1M | 0.27% | 50,000 | SH |
| 33 | WEST FRASER TIMBER LTD | WFG | 952845105 | $3.2M | 0.21% | 49,000 | SH |
| 34 | MERCER INTL INC | MERC | 588056101 | $2.9M | 0.19% | 2,045,023 | SH |
| 35 | BOISE CASCADE CO DEL | BCC | 09739D100 | $2.8M | 0.18% | 37,000 | SH |
| 36 | MERCER INTL INC | MERC | 588056101 | $1.6M | 0.10% | 1,104,977 | SH |
| 37 | RAYONIER INC | RYN | 754907103 | $824.8K | 0.05% | 40,000 | SH |
| 38 | WEYERHAEUSER CO | WY | 962166104 | $488.6K | 0.03% | 20,000 | SH |
| 39 | WEST FRASER TIMBER LTD | WFG | 952845105 | $457.0K | 0.03% | 7,000 | SH |
| 40 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $411.6K | 0.03% | 5,000 | SH |
| 41 | BOISE CASCADE CO DEL | BCC | 09739D100 | $303.4K | 0.02% | 4,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |