Atlas FRM as of June 30, 2026
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 | 9.8M | 38.10 | |
| Packaging Corporation of America (PKG) | 15.6 | $365M | 1.5M | 238.28 | |
| Waste Connections (WCN) | 10.8 | $252M | 1.5M | 166.69 | |
| Sylvamo Corp Common Stock (SLVM) | 10.2 | $239M | 6.3M | 37.80 | |
| Suzano Sa - Spon Ads (SUZ) | 8.1 | $189M | 24M | 7.76 | |
| Fortune Brands (FBIN) | 4.3 | $100M | 1.8M | 54.90 | |
| Aptar (ATR) | 3.6 | $84M | 670k | 125.20 | |
| Rayonier (RYN) | 3.6 | $84M | 3.9M | 21.28 | |
| Weyerhaeuser Com New (WY) | 3.1 | $73M | 3.0M | 23.94 | |
| Builders FirstSource (BLDR) | 2.8 | $64M | 718k | 89.48 | |
| Lgi Homes (LGIH) | 2.6 | $62M | 967k | 63.68 | |
| Firstcash Holdings (FCFS) | 2.5 | $58M | 270k | 216.32 | |
| Floor & Decor Holdings Inc-a Cl A (FND) | 2.4 | $55M | 930k | 59.36 | |
| Ezcorp Inc-cl A Cl A Non Vtg (EZPW) | 2.1 | $50M | 1.5M | 34.57 | |
| West Fraser Timb (WFG) | 2.1 | $50M | 740k | 67.69 | |
| Silgan Holdings (SLGN) | 2.1 | $48M | 1.0M | 46.39 | |
| Masterbrand Common Stock (MBC) | 2.0 | $48M | 4.6M | 10.29 | |
| Greenbrier Companies (GBX) | 1.7 | $39M | 788k | 49.01 | |
| Boise Cascade (BCC) | 1.5 | $35M | 445k | 77.63 | |
| Cemex Sab-spons Adr Part Cer Spon Adr New (CX) | 1.1 | $25M | 2.1M | 12.00 | |
| Meritage Homes Corporation (MTH) | 0.8 | $18M | 220k | 83.85 | |
| Janus International Group In (JBI) | 0.8 | $18M | 3.2M | 5.55 | |
| Sonoco Products Company (SON) | 0.1 | $2.8M | 50k | 56.35 | |
| Vulcan Materials Company (VMC) | 0.1 | $1.5M | 5.0k | 295.01 | |
| Mercer International (MERC) | 0.0 | $394k | 597k | 0.66 |
