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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PKG | PACKAGING CORP AMER | $222.82 | -0.83% | 16.24% | 81.29% | $325.2M | 21.29% | +542,500 | +54.8% |
| 2 | IP | INTERNATIONAL PAPER CO | $33.61 | -0.80% | -25.62% | -23.26% | $271.0M | 17.74% | +2,590,000 | +51.8% |
| 3 | SLVM | SYLVAMO CORP | $38.64 | -0.18% | -25.34% | 53.54% | $266.6M | 17.46% | — | HELD |
| 4 | SUZ | SUZANO S A | $8.18 | 1.87% | -14.43% | -12.04% | $191.4M | 12.53% | +1,800,000 | +10.4% |
| 5 | FBIN | FORTUNE BRANDS INNOVATIONS I | $39.06 | -0.66% | -22.00% | -49.27% | $84.8M | 5.55% | +2,175,000 | NEW |
| 6 | HRL | HORMEL FOODS CORP | $23.62 | 1.42% | -19.11% | -40.01% | $64.0M | 4.19% | +2,825,000 | NEW |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | $225.44 | 1.35% | 81.00% | 203.90% | $50.8M | 3.32% | +220,000 | +440.0% |
| 8 | FND | FLOOR & DECOR HLDGS INC | $47.41 | -3.05% | -33.65% | -61.14% | $45.4M | 2.97% | +603,000 | +207.2% |
| 9 | ATR | APTARGROUP INC | $113.36 | 0.72% | -24.99% | -6.15% | $44.1M | 2.89% | +350,000 | NEW |
| 10 | EZPW | EZCORP INC | $31.95 | -0.62% | 141.31% | 458.57% | $36.8M | 2.41% | +1,125,000 | +346.2% |
| 11 | SLGN | SILGAN HLDGS INC | $36.63 | 0.96% | -30.79% | -2.18% | $33.8M | 2.21% | +700,000 | +411.8% |
| 12 | LGIH | LGI HOMES INC | $50.35 | -0.51% | 2.84% | -70.54% | $25.3M | 1.66% | +640,000 | NEW |
| 13 | MHK | MOHAWK INDS INC | $102.86 | -2.22% | 1.32% | -47.22% | $16.2M | 1.06% | — | HELD |
| 14 | GBX | GREENBRIER COS INC | $46.89 | 0.11% | 5.13% | 25.75% | $13.1M | 0.86% | +249,561 | NEW |
| 15 | AMWD | AMERICAN WOODMARK CORP | $48.09 | 0.00% | -11.70% | -35.23% | $11.8M | 0.77% | — | HELD |
| 16 | MBC | MASTERBRAND INC | $8.46 | 1.68% | -18.65% | -8.04% | $10.8M | 0.71% | +1,300,000 | NEW |
| 17 | RYN | RAYONIER INC | $20.97 | -0.24% | -0.59% | -24.93% | $9.9M | 0.65% | +480,000 | NEW |
| 18 | BLDR | BUILDERS FIRSTSOURCE INC | $73.64 | -1.79% | -34.03% | 65.48% | $6.3M | 0.42% | +77,000 | NEW |
| 19 | WY | WEYERHAEUSER CO | $24.48 | -0.89% | -5.18% | -10.54% | $4.6M | 0.30% | +190,000 | NEW |
| 20 | MERC | MERCER INTL INC | $0.84 | -3.45% | -76.48% | -91.67% | $4.5M | 0.29% | — | HELD |
| 21 | XLP | SELECT SECTOR SPDR TR | $83.44 | 1.71% | 4.97% | 32.24% | $4.1M | 0.27% | +50,000 | NEW |
| 22 | WFG | WEST FRASER TIMBER LTD | $66.00 | -1.76% | -10.96% | -1.88% | $3.7M | 0.24% | +56,000 | NEW |
| 23 | BCC | BOISE CASCADE CO DEL | $68.08 | -0.58% | -20.49% | 76.91% | $3.1M | 0.20% | +41,000 | NEW |
| 24 | SDA | SEALED AIR CORP NEW | $1.15 | -14.18% | -56.93% | -88.24% | — | — | −1,880,500 | EXITED |
Source: SEC EDGAR · accession 0001879898-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.