Institutions / Atlas FRM LLC
Atlas FRM LLC
CIK 1879898 · Institution · as of Dec 31, 2025
Portfolio value
$1.02B
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sylvamo Corp | $303.94M | 29.7% |
| Packaging Corp of America | $204.17M | 19.9% |
| International Paper Co /New | $196.95M | 19.2% |
| Suzano S.A.SUZ | $161.77M | 15.8% |
| Sealed Air Corp | $77.91M | 7.6% |
| Mohawk Industries Inc | $18.03M | 1.8% |
| FLOOR & DECOR HOLDINGS INC | $17.72M | 1.7% |
| American Woodmark Corp | $15.95M | 1.6% |
| FirstCash Holdings, Inc. | $7.97M | 0.8% |
| Silgan Holdings Inc | $6.86M | 0.7% |
| Ezcorp Inc | $6.31M | 0.6% |
| Mercer International Inc | $6.24M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.