Institutional
Atlas FRM LLC
CIK 0001879898
$1.53B
Reported AUM
23
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PKG | PACKAGING CORP AMER | $245.84 | -1.12% | 31.61% | 87.80% | $325.2M | 21.29% | — | HELD |
| 2 | IP | INTERNATIONAL PAPER CO | $40.83 | -5.38% | -7.81% | -11.16% | $271.0M | 17.74% | — | HELD |
| 3 | SLVM | SYLVAMO CORP | $37.41 | -0.32% | -13.79% | 50.39% | $266.6M | 17.46% | — | HELD |
| 4 | SUZ | SUZANO S A | $8.52 | 0.95% | -8.47% | -17.91% | $191.4M | 12.53% | — | HELD |
| 5 | FBIN | FORTUNE BRANDS INNOVATIONS I | $49.26 | 0.02% | -9.81% | -36.12% | $84.8M | 5.55% | — | HELD |
| 6 | HRL | HORMEL FOODS CORP | $25.01 | -1.42% | -6.39% | -34.87% | $64.0M | 4.19% | — | HELD |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | $204.01 | 1.03% | 57.15% | 153.23% | $50.8M | 3.32% | — | HELD |
| 8 | FND | FLOOR & DECOR HLDGS INC | $57.57 | 4.10% | -26.32% | -53.20% | $45.4M | 2.97% | — | HELD |
| 9 | ATR | APTARGROUP INC | $133.96 | 0.07% | -3.91% | 6.00% | $44.1M | 2.89% | — | HELD |
| 10 | EZPW | EZCORP INC | $29.77 | 2.09% | 114.32% | 334.54% | $36.8M | 2.41% | — | HELD |
| 11 | SLGN | SILGAN HLDGS INC | $39.98 | -2.63% | -9.85% | 2.62% | $33.8M | 2.21% | — | HELD |
| 12 | LGIH | LGI HOMES INC | $54.57 | -4.46% | 0.17% | -65.96% | $25.3M | 1.66% | — | HELD |
| 13 | MHK | MOHAWK INDS INC | $123.10 | 2.96% | 5.50% | -37.75% | $16.2M | 1.06% | — | HELD |
| 14 | GBX | GREENBRIER COS INC | $49.25 | 0.35% | 15.16% | 28.29% | $13.1M | 0.86% | — | HELD |
| 15 | AMWD | AMERICAN WOODMARK CORP | — | — | — | — | $11.8M | 0.77% | — | HELD |
| 16 | MBC | MASTERBRAND INC | $8.25 | 1.23% | -26.11% | -11.25% | $10.8M | 0.71% | — | HELD |
| 17 | RYN | RAYONIER INC | $21.78 | 1.82% | 1.62% | -20.54% | $9.9M | 0.65% | — | HELD |
| 18 | BLDR | BUILDERS FIRSTSOURCE INC | $66.44 | 0.65% | -48.96% | 24.68% | $6.3M | 0.42% | — | HELD |
| 19 | WY | WEYERHAEUSER CO | $25.03 | 6.51% | 2.11% | -15.31% | $4.6M | 0.30% | — | HELD |
| 20 | MERC | MERCER INTL INC | $0.63 | 6.78% | -79.07% | -93.60% | $4.5M | 0.29% | — | HELD |
| 21 | XLP | SELECT SECTOR SPDR TR | $85.05 | -0.49% | 9.58% | 34.98% | $4.1M | 0.27% | — | HELD |
| 22 | WFG | WEST FRASER TIMBER LTD | $64.85 | 1.81% | -6.19% | -10.01% | $3.7M | 0.24% | — | HELD |
| 23 | BCC | BOISE CASCADE CO DEL | $76.38 | 1.33% | -7.32% | 69.19% | $3.1M | 0.20% | — | HELD |
Source: SEC EDGAR · accession 0001879898-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.