Atlas FRM
Latest statistics and disclosures from Atlas FRM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IP, PKG, WCN, SLVM, SUZ, and represent 60.78% of Atlas FRM's stock portfolio.
- Added to shares of these 10 stocks: WCN (+$252M), IP (+$86M), RYN (+$74M), WY (+$68M), BLDR (+$57M), WFG (+$46M), SUZ (+$40M), ATR (+$40M), MBC (+$34M), BCC (+$31M).
- Started 6 new stock positions in WCN, JBI, SON, CX, MTH, VMC.
- Reduced shares in these 6 stocks: HRL (-$64M), FBIN (-$19M), MHK (-$16M), American Woodmark Corporation (-$12M), , MERC.
- Sold out of its positions in American Woodmark Corporation, HRL, MHK, XLP.
- Atlas FRM was a net buyer of stock by $735M.
- Atlas FRM has $2.3B in assets under management (AUM), dropping by 52.88%.
- Central Index Key (CIK): 0001879898
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Portfolio Holdings for Atlas FRM
Atlas FRM holds 25 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| International Paper Company (IP) | 16.1 | $375M | +29% | 9.8M | 38.10 |
|
| Packaging Corporation of America (PKG) | 15.6 | $365M | 1.5M | 238.28 |
|
|
| Waste Connections (WCN) | 10.8 | $252M | NEW | 1.5M | 166.69 |
|
| Sylvamo Corp Common Stock (SLVM) | 10.2 | $239M | 6.3M | 37.80 |
|
|
| Suzano Sa - Spon Ads (SUZ) | 8.1 | $189M | +27% | 24M | 7.76 |
|
| Fortune Brands (FBIN) | 4.3 | $100M | -16% | 1.8M | 54.90 |
|
| Aptar (ATR) | 3.6 | $84M | +91% | 670k | 125.20 |
|
| Rayonier (RYN) | 3.6 | $84M | +720% | 3.9M | 21.28 |
|
| Weyerhaeuser Com New (WY) | 3.1 | $73M | +1500% | 3.0M | 23.94 |
|
| Builders FirstSource (BLDR) | 2.8 | $64M | +832% | 718k | 89.48 |
|
| Lgi Homes (LGIH) | 2.6 | $62M | +51% | 967k | 63.68 |
|
| Firstcash Holdings (FCFS) | 2.5 | $58M | 270k | 216.32 |
|
|
| Floor & Decor Holdings Inc-a Cl A (FND) | 2.4 | $55M | +4% | 930k | 59.36 |
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| Ezcorp Inc-cl A Cl A Non Vtg (EZPW) | 2.1 | $50M | 1.5M | 34.57 |
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| West Fraser Timb (WFG) | 2.1 | $50M | +1221% | 740k | 67.69 |
|
| Silgan Holdings (SLGN) | 2.1 | $48M | +19% | 1.0M | 46.39 |
|
| Masterbrand Common Stock (MBC) | 2.0 | $48M | +255% | 4.6M | 10.29 |
|
| Greenbrier Companies (GBX) | 1.7 | $39M | +215% | 788k | 49.01 |
|
| Boise Cascade (BCC) | 1.5 | $35M | +985% | 445k | 77.63 |
|
| Cemex Sab-spons Adr Part Cer Spon Adr New (CX) | 1.1 | $25M | NEW | 2.1M | 12.00 |
|
| Meritage Homes Corporation (MTH) | 0.8 | $18M | NEW | 220k | 83.85 |
|
| Janus International Group In (JBI) | 0.8 | $18M | NEW | 3.2M | 5.55 |
|
| Sonoco Products Company (SON) | 0.1 | $2.8M | NEW | 50k | 56.35 |
|
| Vulcan Materials Company (VMC) | 0.1 | $1.5M | NEW | 5.0k | 295.01 |
|
| Mercer International (MERC) | 0.0 | $394k | -81% | 597k | 0.66 |
|
Past Filings by Atlas FRM
SEC 13F filings are viewable for Atlas FRM going back to 2021
- Atlas FRM 2026 Q2 filed Aug. 13, 2026
- Atlas FRM 2026 Q1 filed May 14, 2026
- Atlas FRM 2025 Q4 filed Feb. 12, 2026
- Atlas FRM 2025 Q3 filed Nov. 13, 2025
- Atlas FRM 2025 Q2 filed Aug. 13, 2025
- Atlas FRM 2025 Q1 filed May 15, 2025
- Atlas FRM 2024 Q4 filed Feb. 14, 2025
- Atlas FRM 2024 Q3 filed Nov. 13, 2024
- Atlas FRM 2024 Q2 filed Aug. 14, 2024
- Atlas FRM 2024 Q1 filed May 14, 2024
- Atlas FRM 2023 Q4 filed Feb. 12, 2024
- Atlas FRM 2023 Q3 filed Nov. 13, 2023
- Atlas FRM 2023 Q2 filed Aug. 14, 2023
- Atlas FRM 2023 Q1 filed May 12, 2023
- Atlas FRM 2022 Q4 filed Feb. 14, 2023
- Atlas FRM 2022 Q3 filed Nov. 14, 2022