Atlas FRM LLC
25 holdingsFiling period: 2026-06-30Current AUM: $2.16Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IP | INTERNATIONAL PAPER CO | 9.84M | $374.9M | $334.5M | 15.46% | +2.25M | 2026-06-30 |
| 2 | PKG | PACKAGING CORP OF AMERICA | 1.53M | $365.2M | $354.3M | 16.38% | -- | 2026-06-30 |
| 3 | WCN | WASTE CONNECTIONS INC | 1.51M | $251.7M | $240.8M | 11.13% | -- | 2026-06-30 |
| 4 | SLVM | SYLVAMO CORP | 6.31M | $238.6M | $220.2M | 10.18% | -- | 2026-06-30 |
| 5 | SUZ | SUZANO SA - ADR | 24.32M | $188.7M | $224.5M | 10.38% | +5.20M | 2026-06-30 |
| 6 | FBIN | FORTUNE BRANDS INNOVATIONS INC | 1.82M | $100.2M | $72.9M | 3.37% | -350,000 | 2026-06-30 |
| 7 | ATR | APTARGROUP INC | 670.0K | $83.9M | $83.5M | 3.86% | +320.0K | 2026-06-30 |
| 8 | RYN | Rayonier Inc | 3.94M | $83.8M | $80.5M | 3.72% | +3.46M | 2026-06-30 |
| 9 | WY | Weyerhaeuser Co | 3.04M | $72.8M | $67.8M | 3.13% | +2.85M | 2026-06-30 |
| 10 | BLDR | Builders FirstSource Inc | 718.0K | $64.2M | $43.2M | 2.00% | +641.0K | 2026-06-30 |
| 11 | LGIH | LGI HOMES INC | 967.0K | $61.6M | $49.1M | 2.27% | +327.0K | 2026-06-30 |
| 12 | FCFS | FIRSTCASH HOLDINGS INC | 270.0K | $58.4M | $58.2M | 2.69% | -- | 2026-06-30 |
| 13 | FND | FLOOR & DECOR HOLDINGS INC-A | 930.0K | $55.2M | $42.9M | 1.98% | +36.0K | 2026-06-30 |
| 14 | EZPW | EZCORP INC-CL A(NSM) | 1.45M | $50.1M | $44.0M | 2.03% | -- | 2026-06-30 |
| 15 | WFG | West Fraser Timber Co Ltd | 740.0K | $50.1M | $53.0M | 2.45% | +684.0K | 2026-06-30 |
| 16 | SLGN | SILGAN HOLDINGS INC | 1.04M | $48.2M | $39.9M | 1.85% | +170.0K | 2026-06-30 |
| 17 | MBC | MASTERBRAND INC | 4.62M | $47.6M | $32.3M | 1.49% | +3.32M | 2026-06-30 |
| 18 | GBX | GREENBRIER COMPANIES INC | 787.6K | $38.6M | $33.6M | 1.56% | +538.0K | 2026-06-30 |
| 19 | BCC | BOISE CASCADE CO | 445.0K | $34.5M | $33.8M | 1.56% | +404.0K | 2026-06-30 |
| 20 | CX | CEMEX SAB-SPONS ADR PART CER | 2.12M | $25.4M | $21.6M | 1.00% | -- | 2026-06-30 |
| 21 | MTH | MERITAGE HOMES CORP | 220.0K | $18.4M | $14.5M | 0.67% | -- | 2026-06-30 |
| 22 | JBI | JANUS INTERNATIONAL GROUP IN | 3.24M | $18.0M | $14.4M | 0.67% | -- | 2026-06-30 |
| 23 | SON | SONOCO PRODUCTS CO | 50.0K | $2.8M | $2.4M | 0.11% | -- | 2026-06-30 |
| 24 | VMC | VULCAN MATERIALS CO | 5.0K | $1.5M | $1.2M | 0.06% | -- | 2026-06-30 |
| 25 | MERC | MERCER INTERNATIONAL INC | 596.8K | $393K | $230K | 0.01% | -2,553,209 | 2026-06-30 |
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