Atlas FRM as of Dec. 31, 2025
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 | |
| Packaging Corporation of America (PKG) | 19.9 | $204M | 990k | 206.23 | |
| International Paper Company (IP) | 19.2 | $197M | 5.0M | 39.39 | |
| Suzano S A Spon Ads (SUZ) | 15.8 | $162M | 17M | 9.34 | |
| Sealed Air (SEE) | 7.6 | $78M | 1.9M | 41.43 | |
| Mohawk Industries (MHK) | 1.8 | $18M | 165k | 109.30 | |
| Floor & Decor Hldgs Cl A (FND) | 1.7 | $18M | 291k | 60.89 | |
| American Woodmark Corporation (AMWD) | 1.6 | $16M | 296k | 53.90 | |
| Firstcash Holdings (FCFS) | 0.8 | $8.0M | 50k | 159.38 | |
| Silgan Holdings (SLGN) | 0.7 | $6.9M | 170k | 40.37 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.6 | $6.3M | 325k | 19.42 | |
| Mercer International (MERC) | 0.6 | $6.2M | 3.2M | 1.98 |
