Atlas FRM LLC
An institutional investment manager in GREENWICH, CT. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1879898.
- Reported value$2.33bn
- Positions25
Holdings: 25 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 51 lines; lines for the same security and option type are added together here.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| International Paper CoIP | COM | 460146103 | 375 | 16.1% | 9,840,000 | Added+2,250,000 | |
| Packaging Corp of AmericaPKG | COM | 695156109 | 365 | 15.6% | 1,532,500 | Unchanged | |
| Waste Connections IncWCN | COM | 94106B101 | 252 | 10.8% | 1,510,000 | New+1,510,000 | |
| Sylvamo CorpSLVM | COMMON STOCK | 871332102 | 239 | 10.2% | 6,312,454 | Unchanged | |
| Suzano SA - AdrSUZ | SPON ADS | 86959K105 | 189 | 8.1% | 24,320,000 | Added+5,200,000 | |
| Fortune Brands Innovations IncFBIN | COM | 34964C106 | 100 | 4.3% | 1,825,000 | Reduced−350,000 | |
| Aptargroup IncATR | COM | 038336103 | 83.9 | 3.6% | 670,000 | Added+320,000 | |
| Rayonier IncRYN | COM | 754907103 | 83.8 | 3.6% | 3,940,000 | Added+3,460,000 | |
| Weyerhaeuser CoWY | COM NEW | 962166104 | 72.8 | 3.1% | 3,040,000 | Added+2,850,000 | |
| Builders FirstSource IncBLDR | COM | 12008R107 | 64.2 | 2.8% | 718,000 | Added+641,000 | |
| LGI Homes IncLGIH | COM | 50187T106 | 61.6 | 2.6% | 967,000 | Added+327,000 | |
| Firstcash Holdings IncFCFS | COM | 33768G107 | 58.4 | 2.5% | 270,000 | Unchanged | |
| Floor & Decor Holdings Inc-AFND | CL A | 339750101 | 55.2 | 2.4% | 930,000 | Added+36,000 | |
| Ezcorp Inc-Cl A(Nsm)EZPW | CL A NON VTG | 302301106 | 50.1 | 2.1% | 1,450,000 | Unchanged | |
| West Fraser Timber Co LtdWFG | COM | 952845105 | 50.1 | 2.1% | 740,000 | Added+684,000 | |
| Silgan Holdings IncSLGN | COM | 827048109 | 48.2 | 2.1% | 1,040,000 | Added+170,000 | |
| Masterbrand IncMBC | COMMON STOCK | 57638P104 | 47.6 | 2.0% | 4,624,400 | Added+3,324,400 | |
| Greenbrier Companies IncGBX | COM | 393657101 | 38.6 | 1.7% | 787,588 | Added+538,027 | |
| Boise Cascade CoBCC | COM | 09739D100 | 34.5 | 1.5% | 445,000 | Added+404,000 | |
| Cemex Sab-Spons Adr Part CerCX | SPON ADR NEW | 151290889 | 25.4 | 1.1% | 2,120,000 | New+2,120,000 | |
| Meritage Homes CorpMTH | COM | 59001A102 | 18.4 | 0.8% | 220,000 | New+220,000 | |
| Janus International Group inJBI | COM | 47103N106 | 18.0 | 0.8% | 3,240,000 | New+3,240,000 | |
| Sonoco Products CoSON | COM | 835495102 | 2.8 | 0.1% | 50,000 | New+50,000 | |
| Vulcan Materials CoVMC | COM | 929160109 | 1.5 | <0.1% | 5,000 | New+5,000 | |
| Mercer International IncMERC | COM | 588056101 | 0.4 | <0.1% | 596,791 | Reduced−2,553,209 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| American Woodmark Corp | COM | 030506109 | 0.0 | 0.0% | 0 | Sold out−296,000 | |
| Hormel Foods CorpHRL | COM | 440452100 | 0.0 | 0.0% | 0 | Sold out−2,825,000 | |
| Mohawk Inds IncMHK | COM | 608190104 | 0.0 | 0.0% | 0 | Sold out−165,000 | |
| Select Sector SPDR TR | STATE STREET CON | 81369Y308 | 0.0 | 0.0% | 0 | Sold out−50,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001879898-26-000007 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.