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Atlas FRM LLC 13F holdings

Filed 2026-08-13 · Atlas FRM LLC · 51 positions · $2.3B

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TickerCompanySharesValue% of portfolio
SLVMSYLVAMO CORP6.3M$238.6M10.2%
PKGPACKAGING CORP OF AMERICA633.6K$151.0M6.5%
IPINTERNATIONAL PAPER CO3.8M$143.8M6.2%
IPINTERNATIONAL PAPER CO3.5M$133.3M5.7%
PKGPACKAGING CORP OF AMERICA552.5K$131.6M5.6%
WCNWASTE CONNECTIONS INC690.0K$115.0M4.9%
WCNWASTE CONNECTIONS INC670.0K$111.7M4.8%
IPINTERNATIONAL PAPER CO2.6M$97.7M4.2%
SUZSUZANO SA - ADR11.1M$86.3M3.7%
PKGPACKAGING CORP OF AMERICA346.4K$82.5M3.5%
FBINFORTUNE BRANDS INNOVATIONS INC1.5M$80.4M3.4%
SUZSUZANO SA - ADR8.2M$63.6M2.7%
LGIHLGI HOMES INC967.0K$61.6M2.6%
ATRAPTARGROUP INC450.0K$56.3M2.4%
RYNRayonier Inc2.3M$48.9M2.1%
MBCMASTERBRAND INC4.6M$47.6M2.0%
FCFSFIRSTCASH HOLDINGS INC210.0K$45.4M1.9%
BLDRBuilders FirstSource Inc485.0K$43.4M1.9%
EZPWEZCORP INC-CL A(NSM)1.1M$38.9M1.7%
SUZSUZANO SA - ADR5.0M$38.8M1.7%
WYWeyerhaeuser Co1.6M$37.3M1.6%
WYWeyerhaeuser Co1.5M$35.4M1.5%
GBXGREENBRIER COMPANIES INC720.2K$35.3M1.5%
RYNRayonier Inc1.6M$34.9M1.5%
WFGWest Fraser Timber Co Ltd430.0K$29.1M1.2%
FNDFLOOR & DECOR HOLDINGS INC-A440.0K$26.1M1.1%
SLGNSILGAN HOLDINGS INC550.0K$25.5M1.1%
ATRAPTARGROUP INC200.0K$25.0M1.1%
WCNWASTE CONNECTIONS INC150.0K$25.0M1.1%
FNDFLOOR & DECOR HOLDINGS INC-A385.0K$22.9M1.0%
WFGWest Fraser Timber Co Ltd310.0K$21.0M0.9%
SLGNSILGAN HOLDINGS INC450.0K$20.9M0.9%
BLDRBuilders FirstSource Inc233.0K$20.8M0.9%
FBINFORTUNE BRANDS INNOVATIONS INC360.0K$19.8M0.8%
MTHMERITAGE HOMES CORP220.0K$18.4M0.8%
CXCEMEX SAB-SPONS ADR PART CER1.5M$18.2M0.8%
BCCBOISE CASCADE CO225.0K$17.5M0.7%
BCCBOISE CASCADE CO220.0K$17.1M0.7%
JBIJANUS INTERNATIONAL GROUP IN2.4M$13.3M0.6%
FCFSFIRSTCASH HOLDINGS INC60.0K$13.0M0.6%
EZPWEZCORP INC-CL A(NSM)325.0K$11.2M0.5%
CXCEMEX SAB-SPONS ADR PART CER600.0K$7.2M0.3%
FNDFLOOR & DECOR HOLDINGS INC-A105.0K$6.2M0.3%
JBIJANUS INTERNATIONAL GROUP IN840.0K$4.7M0.2%
GBXGREENBRIER COMPANIES INC67.4K$3.3M0.1%
SONSONOCO PRODUCTS CO50.0K$2.8M0.1%
ATRAPTARGROUP INC20.0K$2.5M0.1%
SLGNSILGAN HOLDINGS INC40.0K$1.9M0.1%
VMCVULCAN MATERIALS CO5.0K$1.5M0.1%
MERCMERCER INTERNATIONAL INC387.4K$255,7140.0%
MERCMERCER INTERNATIONAL INC209.3K$138,1680.0%
Top Fund Holdings
13F
Top Fund Holdings

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