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Atlas FRM LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,334,985,907
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INTERNATIONAL PAPER CO · COM · 460146103 · shares: $374,904,000
- PACKAGING CORP OF AMERICA · COM · 695156109 · shares: $365,164,100
- WASTE CONNECTIONS INC · COM · 94106B101 · shares: $251,701,900
- SYLVAMO CORP · COMMON STOCK · 871332102 · shares: $238,610,761
- SUZANO SA - ADR · SPON ADS · 86959K105 · shares: $188,723,200
- FORTUNE BRANDS INNOVATIONS INC · COM · 34964C106 · shares: $100,192,500
- APTARGROUP INC · COM · 038336103 · shares: $83,884,000
- Rayonier Inc · COM · 754907103 · shares: $83,843,200
- Weyerhaeuser Co · COM NEW · 962166104 · shares: $72,777,600
- Builders FirstSource Inc · COM · 12008R107 · shares: $64,246,640
Reported holdings
51 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SYLVAMO CORP | COMMON STOCK | 871332102 | — | 6,312,454 shares | $238,610,761 |
| PACKAGING CORP OF AMERICA | COM | 695156109 | — | 633,639 shares | $150,983,501 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 3,775,000 shares | $143,827,500 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 3,500,000 shares | $133,350,000 |
| PACKAGING CORP OF AMERICA | COM | 695156109 | — | 552,500 shares | $131,649,700 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 690,000 shares | $115,016,100 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 670,000 shares | $111,682,300 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 2,565,000 shares | $97,726,500 |
| SUZANO SA - ADR | SPON ADS | 86959K105 | — | 11,120,000 shares | $86,291,200 |
| PACKAGING CORP OF AMERICA | COM | 695156109 | — | 346,361 shares | $82,530,899 |
| FORTUNE BRANDS INNOVATIONS INC | COM | 34964C106 | — | 1,465,000 shares | $80,428,500 |
| SUZANO SA - ADR | SPON ADS | 86959K105 | — | 8,200,000 shares | $63,632,000 |
| LGI HOMES INC | COM | 50187T106 | — | 967,000 shares | $61,578,560 |
| APTARGROUP INC | COM | 038336103 | — | 450,000 shares | $56,340,000 |
| Rayonier Inc | COM | 754907103 | — | 2,300,000 shares | $48,944,000 |
| MASTERBRAND INC | COMMON STOCK | 57638P104 | — | 4,624,400 shares | $47,585,076 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | — | 210,000 shares | $45,427,200 |
| Builders FirstSource Inc | COM | 12008R107 | — | 485,000 shares | $43,397,800 |
| EZCORP INC-CL A(NSM) | CL A NON VTG | 302301106 | — | 1,125,000 shares | $38,891,250 |
| SUZANO SA - ADR | SPON ADS | 86959K105 | — | 5,000,000 shares | $38,800,000 |
| Weyerhaeuser Co | COM NEW | 962166104 | — | 1,560,000 shares | $37,346,400 |
| Weyerhaeuser Co | COM NEW | 962166104 | — | 1,480,000 shares | $35,431,200 |
| GREENBRIER COMPANIES INC | COM | 393657101 | — | 720,209 shares | $35,297,443 |
| Rayonier Inc | COM | 754907103 | — | 1,640,000 shares | $34,899,200 |
| West Fraser Timber Co Ltd | COM | 952845105 | — | 430,000 shares | $29,106,700 |
| FLOOR & DECOR HOLDINGS INC-A | CL A | 339750101 | — | 440,000 shares | $26,118,400 |
| SILGAN HOLDINGS INC | COM | 827048109 | — | 550,000 shares | $25,514,500 |
| APTARGROUP INC | COM | 038336103 | — | 200,000 shares | $25,040,000 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 150,000 shares | $25,003,500 |
| FLOOR & DECOR HOLDINGS INC-A | CL A | 339750101 | — | 385,000 shares | $22,853,600 |
| West Fraser Timber Co Ltd | COM | 952845105 | — | 310,000 shares | $20,983,900 |
| SILGAN HOLDINGS INC | COM | 827048109 | — | 450,000 shares | $20,875,500 |
| Builders FirstSource Inc | COM | 12008R107 | — | 233,000 shares | $20,848,840 |
| FORTUNE BRANDS INNOVATIONS INC | COM | 34964C106 | — | 360,000 shares | $19,764,000 |
| MERITAGE HOMES CORP | COM | 59001A102 | — | 220,000 shares | $18,447,000 |
| CEMEX SAB-SPONS ADR PART CER | SPON ADR NEW | 151290889 | — | 1,520,000 shares | $18,240,000 |
| BOISE CASCADE CO | COM | 09739D100 | — | 225,000 shares | $17,466,750 |
| BOISE CASCADE CO | COM | 09739D100 | — | 220,000 shares | $17,078,600 |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | — | 2,400,000 shares | $13,320,000 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | — | 60,000 shares | $12,979,200 |
| EZCORP INC-CL A(NSM) | CL A NON VTG | 302301106 | — | 325,000 shares | $11,235,250 |
| CEMEX SAB-SPONS ADR PART CER | SPON ADR NEW | 151290889 | — | 600,000 shares | $7,200,000 |
| FLOOR & DECOR HOLDINGS INC-A | CL A | 339750101 | — | 105,000 shares | $6,232,800 |
| JANUS INTERNATIONAL GROUP IN | COM | 47103N106 | — | 840,000 shares | $4,662,000 |
| GREENBRIER COMPANIES INC | COM | 393657101 | — | 67,379 shares | $3,302,245 |
| SONOCO PRODUCTS CO | COM | 835495102 | — | 50,000 shares | $2,817,500 |
| APTARGROUP INC | COM | 038336103 | — | 20,000 shares | $2,504,000 |
| SILGAN HOLDINGS INC | COM | 827048109 | — | 40,000 shares | $1,855,600 |
| VULCAN MATERIALS CO | COM | 929160109 | — | 5,000 shares | $1,475,050 |
| MERCER INTERNATIONAL INC | COM | 588056101 | — | 387,445 shares | $255,714 |
| MERCER INTERNATIONAL INC | COM | 588056101 | — | 209,346 shares | $138,168 |