Atlas FRM LLC
23 holdingsFiling period: 2026-03-31Current AUM: $1.62Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PKG | PACKAGING CORP AMER | 1.53M | $325.2M | $376.7M | 23.28% | +542.5K | 2026-03-31 |
| 2 | IP | INTERNATIONAL PAPER CO | 7.59M | $271.0M | $309.9M | 19.15% | +2.59M | 2026-03-31 |
| 3 | SLVM | SYLVAMO CORP | 6.31M | $266.6M | $236.1M | 14.59% | -- | 2026-03-31 |
| 4 | SUZ | SUZANO S A | 19.12M | $191.4M | $162.9M | 10.07% | +1.80M | 2026-03-31 |
| 5 | FBIN | FORTUNE BRANDS INNOVATIONS I | 2.17M | $84.8M | $107.1M | 6.62% | -- | 2026-03-31 |
| 6 | HRL | HORMEL FOODS CORP | 2.83M | $64.0M | $70.7M | 4.37% | -- | 2026-03-31 |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | 270.0K | $50.8M | $55.1M | 3.40% | +220.0K | 2026-03-31 |
| 8 | FND | FLOOR & DECOR HLDGS INC | 894.0K | $45.4M | $51.5M | 3.18% | +603.0K | 2026-03-31 |
| 9 | ATR | APTARGROUP INC | 350.0K | $44.1M | $46.9M | 2.90% | -- | 2026-03-31 |
| 10 | EZPW | EZCORP INC | 1.45M | $36.8M | $43.2M | 2.67% | +1.13M | 2026-03-31 |
| 11 | SLGN | SILGAN HLDGS INC | 870.0K | $33.8M | $34.8M | 2.15% | +700.0K | 2026-03-31 |
| 12 | LGIH | LGI HOMES INC | 640.0K | $25.3M | $34.9M | 2.16% | -- | 2026-03-31 |
| 13 | MHK | MOHAWK INDS INC | 165.0K | $16.2M | $20.3M | 1.26% | -- | 2026-03-31 |
| 14 | GBX | GREENBRIER COS INC | 249.6K | $13.1M | $12.3M | 0.76% | -- | 2026-03-31 |
| 15 | AMWD | AMERICAN WOODMARK CORP | 296.0K | $11.8M | $11.8M | 0.73% | -- | 2026-03-31 |
| 16 | MBC | MASTERBRAND INC | 1.30M | $10.8M | $10.7M | 0.66% | -- | 2026-03-31 |
| 17 | RYN | RAYONIER INC | 480.0K | $9.9M | $10.5M | 0.65% | -- | 2026-03-31 |
| 18 | BLDR | BUILDERS FIRSTSOURCE INC | 77.0K | $6.3M | $5.1M | 0.32% | -- | 2026-03-31 |
| 19 | WY | WEYERHAEUSER CO | 190.0K | $4.6M | $4.8M | 0.29% | -- | 2026-03-31 |
| 20 | MERC | MERCER INTL INC | 3.15M | $4.5M | $2.0M | 0.12% | -- | 2026-03-31 |
| 21 | XLP | SELECT SECTOR SPDR TR | 50.0K | $4.1M | $4.3M | 0.26% | -- | 2026-03-31 |
| 22 | WFG | WEST FRASER TIMBER LTD | 56.0K | $3.7M | $3.6M | 0.22% | -- | 2026-03-31 |
| 23 | BCC | BOISE CASCADE CO DEL | 41.0K | $3.1M | $3.1M | 0.19% | -- | 2026-03-31 |
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