Atlas FRM
Latest statistics and disclosures from Atlas FRM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PKG, IP, SLVM, SUZ, FBIN, and represent 74.57% of Atlas FRM's stock portfolio.
- Added to shares of these 10 stocks: PKG (+$115M), IP (+$93M), FBIN (+$85M), HRL (+$64M), ATR (+$44M), FCFS (+$41M), FND (+$31M), EZPW (+$29M), SLGN (+$27M), LGIH (+$25M).
- Started 12 new stock positions in WY, HRL, FBIN, ATR, RYN, GBX, WFG, XLP, MBC, LGIH. BCC, BLDR.
- Reduced shares in these 1 stock: .
- Sold out of its position in Sealed Air.
- Atlas FRM was a net buyer of stock by $549M.
- Atlas FRM has $1.5B in assets under management (AUM), dropping by 49.18%.
- Central Index Key (CIK): 0001879898
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Portfolio Holdings for Atlas FRM
Atlas FRM holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Packaging Corporation of America (PKG) | 21.3 | $325M | +54% | 1.5M | 212.22 |
|
| International Paper Company (IP) | 17.7 | $271M | +51% | 7.6M | 35.70 |
|
| Sylvamo Corp Common Stock (SLVM) | 17.5 | $267M | 6.3M | 42.24 |
|
|
| Suzano S A Spon Ads (SUZ) | 12.5 | $191M | +10% | 19M | 10.01 |
|
| Fortune Brands (FBIN) | 5.5 | $85M | NEW | 2.2M | 38.97 |
|
| Hormel Foods Corporation (HRL) | 4.2 | $64M | NEW | 2.8M | 22.65 |
|
| Firstcash Holdings (FCFS) | 3.3 | $51M | +440% | 270k | 188.00 |
|
| Floor & Decor Hldgs Cl A (FND) | 3.0 | $45M | +207% | 894k | 50.80 |
|
| Aptar (ATR) | 2.9 | $44M | NEW | 350k | 126.02 |
|
| Ezcorp Cl A Non Vtg (EZPW) | 2.4 | $37M | +346% | 1.5M | 25.38 |
|
| Silgan Holdings (SLGN) | 2.2 | $34M | +411% | 870k | 38.80 |
|
| Lgi Homes (LGIH) | 1.7 | $25M | NEW | 640k | 39.53 |
|
| Mohawk Industries (MHK) | 1.1 | $16M | 165k | 98.46 |
|
|
| Greenbrier Companies (GBX) | 0.9 | $13M | NEW | 250k | 52.65 |
|
| American Woodmark Corporation | 0.8 | $12M | 296k | 39.83 |
|
|
| Masterbrand Common Stock (MBC) | 0.7 | $11M | NEW | 1.3M | 8.31 |
|
| Rayonier (RYN) | 0.6 | $9.9M | NEW | 480k | 20.62 |
|
| Builders FirstSource (BLDR) | 0.4 | $6.3M | NEW | 77k | 82.33 |
|
| Weyerhaeuser Com New (WY) | 0.3 | $4.6M | NEW | 190k | 24.43 |
|
| Mercer International (MERC) | 0.3 | $4.5M | 3.2M | 1.42 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $4.1M | NEW | 50k | 81.98 |
|
| West Fraser Timb (WFG) | 0.2 | $3.7M | NEW | 56k | 65.29 |
|
| Boise Cascade (BCC) | 0.2 | $3.1M | NEW | 41k | 75.85 |
|
Past Filings by Atlas FRM
SEC 13F filings are viewable for Atlas FRM going back to 2021
- 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
- Atlas FRM 2022 Q2 filed Aug. 9, 2022