Atlas FRM

Latest statistics and disclosures from Atlas FRM's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SLVM, PKG, IP, SUZ, SEE, and represent 92.28% of Atlas FRM's stock portfolio.
  • Added to shares of these 8 stocks: IP (+$71M), PKG (+$63M), SEE (+$21M), FND (+$18M), FCFS (+$8.0M), SLGN (+$6.9M), EZPW (+$6.3M), AMWD (+$5.4M).
  • Started 4 new stock positions in FCFS, FND, SLGN, EZPW.
  • Reduced shares in these 2 stocks: ODP (-$22M), MHK.
  • Sold out of its position in ODP.
  • Atlas FRM was a net buyer of stock by $173M.
  • Atlas FRM has $1.0B in assets under management (AUM), dropping by 19.21%.
  • Central Index Key (CIK): 0001879898

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Portfolio Holdings for Atlas FRM

Atlas FRM holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sylvamo Corp Common Stock (SLVM) 29.7 $304M 6.3M 48.15
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Packaging Corporation of America (PKG) 19.9 $204M +44% 990k 206.23
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International Paper Company (IP) 19.2 $197M +56% 5.0M 39.39
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Suzano S A Spon Ads (SUZ) 15.8 $162M 17M 9.34
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Sealed Air (SEE) 7.6 $78M +36% 1.9M 41.43
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Mohawk Industries (MHK) 1.8 $18M -19% 165k 109.30
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Floor & Decor Hldgs Cl A (FND) 1.7 $18M NEW 291k 60.89
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American Woodmark Corporation (AMWD) 1.6 $16M +51% 296k 53.90
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Firstcash Holdings (FCFS) 0.8 $8.0M NEW 50k 159.38
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Silgan Holdings (SLGN) 0.7 $6.9M NEW 170k 40.37
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Ezcorp Cl A Non Vtg (EZPW) 0.6 $6.3M NEW 325k 19.42
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Mercer International (MERC) 0.6 $6.2M 3.2M 1.98
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Past Filings by Atlas FRM

SEC 13F filings are viewable for Atlas FRM going back to 2021