Q1 2026 · 13F-HR
Atlas FRM LLCholdings as filed
Filed 2026-05-14 · accession 0001879898-26-000005
The Brief · Atlas FRM LLC · Q1 2026
AI · grounded in 13F
Atlas FRM LLC closed its position in Sealed Air Corp New SDA, reducing its exposure by $77.9M. The fund aggressively expanded its portfolio by adding 19 new positions, led by a $84.8M entry into Fortune Brands Innovations I FBIN. Other significant new stakes include Hormel Foods Corp HRL at $64M and Aptargroup Inc ATR at $44.1M. Additionally, the fund increased its share counts in Packaging Corp Amer PKG by 54.8% and International Paper Co IP by 51.8%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 695156109 | PKG | PACKAGING CORP AMER | $325.2M | 21.3% | 1,532,500 | Common | SHARED |
| 460146103 | IP | INTERNATIONAL PAPER CO | $271.0M | 17.7% | 7,590,000 | Common | SHARED |
| 871332102 | SLVM | SYLVAMO CORP | $266.6M | 17.5% | 6,312,454 | Common | SHARED |
| 86959K105 | SUZ | SUZANO S A | $191.4M | 12.5% | 19,120,000 | Common | SHARED |
| 34964C106 | FBIN | FORTUNE BRANDS INNOVATIONS I | $84.8M | 5.55% | 2,175,000 | Common | SHARED |
| 440452100 | HRL | HORMEL FOODS CORP | $64.0M | 4.19% | 2,825,000 | Common | SHARED |
| 33768G107 | FCFS | FIRSTCASH HOLDINGS INC | $50.8M | 3.32% | 270,000 | Common | SHARED |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $45.4M | 2.97% | 894,000 | Common | SHARED |
| 038336103 | ATR | APTARGROUP INC | $44.1M | 2.89% | 350,000 | Common | SHARED |
| 302301106 | EZPW | EZCORP INC | $36.8M | 2.41% | 1,450,000 | Common | SHARED |
| 827048109 | SLGN | SILGAN HLDGS INC | $33.8M | 2.21% | 870,000 | Common | SHARED |
| 50187T106 | LGIH | LGI HOMES INC | $25.3M | 1.66% | 640,000 | Common | SHARED |
| 608190104 | MHK | MOHAWK INDS INC | $16.2M | 1.06% | 165,000 | Common | SHARED |
| 393657101 | GBX | GREENBRIER COS INC | $13.1M | 0.86% | 249,561 | Common | SHARED |
| 030506109 | AMWD | AMERICAN WOODMARK CORP | $11.8M | 0.77% | 296,000 | Common | SHARED |
| 57638P104 | MBC | MASTERBRAND INC | $10.8M | 0.71% | 1,300,000 | Common | SHARED |
| 754907103 | RYN | RAYONIER INC | $9.9M | 0.65% | 480,000 | Common | SHARED |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $6.3M | 0.42% | 77,000 | Common | SHARED |
| 962166104 | WY | WEYERHAEUSER CO | $4.6M | 0.30% | 190,000 | Common | SHARED |
| 588056101 | MERC | MERCER INTL INC | $4.5M | 0.29% | 3,150,000 | Common | SHARED |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $4.1M | 0.27% | 50,000 | Common | SHARED |
| 952845105 | WFG | WEST FRASER TIMBER LTD | $3.7M | 0.24% | 56,000 | Common | SHARED |
| 09739D100 | BCC | BOISE CASCADE CO DEL | $3.1M | 0.20% | 41,000 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.