Atlas FRM LLC
25 holdingsFiling period: 2026-06-30Current AUM: $2.17Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IP | International Paper Co | 9.84M | $374.9M | $328.5M | 15.13% | +2.25M | 2026-06-30 |
| 2 | PKG | Packaging Corp of America | 1.53M | $365.2M | $387.7M | 17.86% | -- | 2026-06-30 |
| 3 | WCN | Waste Connections Inc | 1.51M | $251.7M | $274.8M | 12.65% | -- | 2026-06-30 |
| 4 | SLVM | Sylvamo Corp | 6.31M | $238.6M | $204.8M | 9.43% | -- | 2026-06-30 |
| 5 | SUZ | Suzano SA - ADR | 24.32M | $188.7M | $216.4M | 9.97% | +5.20M | 2026-06-30 |
| 6 | FBIN | Fortune Brands Innovations Inc | 1.82M | $100.2M | $78.6M | 3.62% | -350,000 | 2026-06-30 |
| 7 | ATR | Aptargroup Inc | 670.0K | $83.9M | $84.8M | 3.90% | +320.0K | 2026-06-30 |
| 8 | RYN | Rayonier Inc | 3.94M | $83.8M | $75.7M | 3.49% | +3.46M | 2026-06-30 |
| 9 | WY | Weyerhaeuser Co | 3.04M | $72.8M | $58.9M | 2.71% | +2.85M | 2026-06-30 |
| 10 | BLDR | Builders FirstSource Inc | 718.0K | $64.2M | $40.7M | 1.87% | +641.0K | 2026-06-30 |
| 11 | LGIH | Lgi Homes Inc | 967.0K | $61.6M | $41.4M | 1.90% | +327.0K | 2026-06-30 |
| 12 | FCFS | Firstcash Holdings Inc | 270.0K | $58.4M | $50.0M | 2.30% | -- | 2026-06-30 |
| 13 | FND | Floor & Decor Holdings Inc-A | 930.0K | $55.2M | $45.0M | 2.07% | +36.0K | 2026-06-30 |
| 14 | EZPW | Ezcorp Inc-CL A(Nsm) | 1.45M | $50.1M | $42.8M | 1.97% | -- | 2026-06-30 |
| 15 | WFG | West Fraser Timber Co Ltd | 740.0K | $50.1M | $51.5M | 2.37% | +684.0K | 2026-06-30 |
| 16 | SLGN | Silgan Holdings Inc | 1.04M | $48.2M | $40.0M | 1.84% | +170.0K | 2026-06-30 |
| 17 | MBC | Masterbrand Inc | 4.62M | $47.6M | $32.0M | 1.47% | +3.32M | 2026-06-30 |
| 18 | GBX | Greenbrier Companies Inc | 787.6K | $38.6M | $29.5M | 1.36% | +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 | $22.4M | 1.03% | -- | 2026-06-30 |
| 21 | MTH | Meritage Homes Corp | 220.0K | $18.4M | $14.1M | 0.65% | -- | 2026-06-30 |
| 22 | JBI | Janus International Group in | 3.24M | $18.0M | $13.9M | 0.64% | -- | 2026-06-30 |
| 23 | SON | Sonoco Products Co | 50.0K | $2.8M | $2.5M | 0.11% | -- | 2026-06-30 |
| 24 | VMC | Vulcan Materials Co | 5.0K | $1.5M | $1.3M | 0.06% | -- | 2026-06-30 |
| 25 | MERC | Mercer International Inc | 596.8K | $393K | $76K | 0.00% | -2,553,209 | 2026-06-30 |
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