Atlas Frm Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.53B
Q ending 2026-03-31
Prior quarter
$1.02B
Q ending 2025-12-31
Change
+49.2% QoQ · +63.7% YoY
Positions
23
reported holdings
Largest positions
All 23 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Packaging Corp Amer | PKG | Shares | $325.2M | 1.5M |
| International Paper Co | IP | Shares | $271.0M | 7.6M |
| Sylvamo Corp | SLVM | Shares | $266.6M | 6.3M |
| Suzano S A | SUZ | Shares | $191.4M | 19.1M |
| Fortune Brands Innovations I | FBIN | Shares | $84.8M | 2.2M |
| Hormel Foods Corp | HRL | Shares | $64.0M | 2.8M |
| Firstcash Holdings Inc | FCFS | Shares | $50.8M | 270K |
| Floor & Decor Hldgs Inc | FND | Shares | $45.4M | 894K |
| Aptargroup Inc | ATR | Shares | $44.1M | 350K |
| Ezcorp Inc | EZPW | Shares | $36.8M | 1.4M |
| Silgan Hldgs Inc | SLGN | Shares | $33.8M | 870K |
| Lgi Homes Inc | LGIH | Shares | $25.3M | 640K |
| Mohawk Inds Inc | MHK | Shares | $16.2M | 165K |
| Greenbrier Cos Inc | GBX | Shares | $13.1M | 250K |
| American Woodmark Corp | AHQ | Shares | $11.8M | 296K |
| Masterbrand Inc | MBC | Shares | $10.8M | 1.3M |
| Rayonier Inc | RYN | Shares | $9.9M | 480K |
| Builders Firstsource Inc | BLDR | Shares | $6.3M | 77K |
| Weyerhaeuser Co | WY | Shares | $4.6M | 190K |
| Mercer Intl Inc | MERC | Shares | $4.5M | 3.1M |
| Select Sector Spdr Tr | XLP | Shares | $4.1M | 50K |
| West Fraser Timber Ltd | WFG | Shares | $3.7M | 56K |
| Boise Cascade Co Del | BCC | Shares | $3.1M | 41K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.