Filed: 2/12/2026ACC: 0001879898-26-000002
📋 What this filing means
ATLAS FRM LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$1.02B
Total AUM (reported)
35.95M
Total Shares
Allocation by class
COM$534.08M52.2%
COMMON STOCK$303.94M29.7%
SPON ADS$161.77M15.8%
CL A$17.72M1.7%
CL A NON VTG$6.31M0.6%
Portfolio Concentration
Top 3$705.06M68.9%
4–10$306.22M29.9%
11–25$12.55M1.2%
Top 3 weight
68.9%
Top 10 weight
98.8%
Voting Authority Distribution
Total shares with voting rights: 35.95M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
35.95M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other12
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings12
Rows:
SYLVAMO CORP
DFNDShares6.31M
TypeSH
Market value$303.94M
29.69%
Sole
0.00
Shared
6.31M
None
0.00
PACKAGING CORP AMER
DFNDShares990K
TypeSH
Market value$204.17M
19.94%
Sole
0.00
Shared
990K
None
0.00
INTERNATIONAL PAPER CO
DFNDShares5M
TypeSH
Market value$196.95M
19.24%
Sole
0.00
Shared
5M
None
0.00
SUZANO S A
DFNDShares17.32M
TypeSH
Market value$161.77M
15.80%
Sole
0.00
Shared
17.32M
None
0.00
SEALED AIR CORP NEW
DFNDShares1.88M
TypeSH
Market value$77.91M
7.61%
Sole
0.00
Shared
1.88M
None
0.00
MOHAWK INDS INC
DFNDShares165K
TypeSH
Market value$18.03M
1.76%
Sole
0.00
Shared
165K
None
0.00
FLOOR & DECOR HLDGS INC
DFNDShares291K
TypeSH
Market value$17.72M
1.73%
Sole
0.00
Shared
291K
None
0.00
AMERICAN WOODMARK CORPORATIO
DFNDShares296K
TypeSH
Market value$15.95M
1.56%
Sole
0.00
Shared
296K
None
0.00
FIRSTCASH HOLDINGS INC
DFNDShares50K
TypeSH
Market value$7.97M
0.78%
Sole
0.00
Shared
50K
None
0.00
SILGAN HOLDINGS INC
DFNDShares170K
TypeSH
Market value$6.86M
0.67%
Sole
0.00
Shared
170K
None
0.00
EZCORP INC
DFNDShares325K
TypeSH
Market value$6.31M
0.62%
Sole
0.00
Shared
325K
None
0.00
MERCER INTL INC
DFNDShares3.15M
TypeSH
Market value$6.24M
0.61%
Sole
0.00
Shared
3.15M
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYLVAMO CORPDFND | COMMON STOCK | 6.31M | SH | $303.94M 29.69% | 0.00 | 6.31M | 0.00 |
PACKAGING CORP AMERDFND | COM | 990K | SH | $204.17M 19.94% | 0.00 | 990K | 0.00 |
INTERNATIONAL PAPER CODFND | COM | 5M | SH | $196.95M 19.24% | 0.00 | 5M | 0.00 |
SUZANO S ADFND | SPON ADS | 17.32M | SH | $161.77M 15.80% | 0.00 | 17.32M | 0.00 |
SEALED AIR CORP NEWDFND | COM | 1.88M | SH | $77.91M 7.61% | 0.00 | 1.88M | 0.00 |
MOHAWK INDS INCDFND | COM | 165K | SH | $18.03M 1.76% | 0.00 | 165K | 0.00 |
FLOOR & DECOR HLDGS INCDFND | CL A | 291K | SH | $17.72M 1.73% | 0.00 | 291K | 0.00 |
AMERICAN WOODMARK CORPORATIODFND | COM | 296K | SH | $15.95M 1.56% | 0.00 | 296K | 0.00 |
FIRSTCASH HOLDINGS INCDFND | COM | 50K | SH | $7.97M 0.78% | 0.00 | 50K | 0.00 |
SILGAN HOLDINGS INCDFND | COM | 170K | SH | $6.86M 0.67% | 0.00 | 170K | 0.00 |
EZCORP INCDFND | CL A NON VTG | 325K | SH | $6.31M 0.62% | 0.00 | 325K | 0.00 |
MERCER INTL INCDFND | COM | 3.15M | SH | $6.24M 0.61% | 0.00 | 3.15M | 0.00 |