account_balance
Investment manager · 13F filer · SEC CIK 1879898
Atlas FRM LLC
Reported value$2.33Bas of Jun 30, 2026
Positions25 6 new, 4 sold out
Top 10 weight78.1%IP alone is 16%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IPInternational Paper Co
16.1%Added +30%
PKGPackaging Corp of America
15.6%
WCNWaste Connections Inc
10.8%New
SLVMSylvamo Corp
10.2%
SUZSuzano SA - ADR
8.1%Added +27%
FBINFortune Brands Innovations Inc
4.3%Trimmed −16%
ATRAptargroup Inc
3.6%Added +91%
RYNRayonier Inc
3.6%Added +721%
WYWeyerhaeuser Co
3.1%Added +1500%
BLDR2.8%LGIHLgi Homes Inc
2.6%Added +51%
FCFSFirstcash Holdings Inc
2.5%
IPInternational Paper Co
16.1%Added +30%
PKGPackaging Corp of America
15.6%
WCNWaste Connections Inc
10.8%New
SLVMSylvamo Corp
10.2%
SUZSuzano SA - ADR
8.1%Added +27%
FBIN4.3%ATR3.6%RYN3.6%WY3.1%BLDR2.8%LGIH2.6%FCFS2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IP International Paper Co 16.1% Added +30%PKG Packaging Corp of America 15.6% HeldWCN Waste Connections Inc 10.8% NewSLVM Sylvamo Corp 10.2% HeldSUZ Suzano SA - ADR 8.1% Added +27%FBIN Fortune Brands Innovations Inc 4.3% Trimmed −16%ATR Aptargroup Inc 3.6% Added +91%RYN Rayonier Inc 3.6% Added +721%WY Weyerhaeuser Co 3.1% Added +1500%BLDR Builders FirstSource Inc 2.8% Added +832%LGIH Lgi Homes Inc 2.6% Added +51%FCFS Firstcash Holdings Inc 2.5% Held
What changed