Atlas FRM as of March 31, 2026
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 | 1.5M | 212.22 | |
| International Paper Company (IP) | 17.7 | $271M | 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 | 19M | 10.01 | |
| Fortune Brands (FBIN) | 5.5 | $85M | 2.2M | 38.97 | |
| Hormel Foods Corporation (HRL) | 4.2 | $64M | 2.8M | 22.65 | |
| Firstcash Holdings (FCFS) | 3.3 | $51M | 270k | 188.00 | |
| Floor & Decor Hldgs Cl A (FND) | 3.0 | $45M | 894k | 50.80 | |
| Aptar (ATR) | 2.9 | $44M | 350k | 126.02 | |
| Ezcorp Cl A Non Vtg (EZPW) | 2.4 | $37M | 1.5M | 25.38 | |
| Silgan Holdings (SLGN) | 2.2 | $34M | 870k | 38.80 | |
| Lgi Homes (LGIH) | 1.7 | $25M | 640k | 39.53 | |
| Mohawk Industries (MHK) | 1.1 | $16M | 165k | 98.46 | |
| Greenbrier Companies (GBX) | 0.9 | $13M | 250k | 52.65 | |
| American Woodmark Corporation | 0.8 | $12M | 296k | 39.83 | |
| Masterbrand Common Stock (MBC) | 0.7 | $11M | 1.3M | 8.31 | |
| Rayonier (RYN) | 0.6 | $9.9M | 480k | 20.62 | |
| Builders FirstSource (BLDR) | 0.4 | $6.3M | 77k | 82.33 | |
| Weyerhaeuser Com New (WY) | 0.3 | $4.6M | 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 | 50k | 81.98 | |
| West Fraser Timb (WFG) | 0.2 | $3.7M | 56k | 65.29 | |
| Boise Cascade (BCC) | 0.2 | $3.1M | 41k | 75.85 |
