Filed: 5/14/2026ACC: 0001879898-26-000005
📋 What this filing means
ATLAS FRM LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.53B
Total AUM (reported)
50.08M
Total Shares
Allocation by class
COM$967.51M63.3%
COMMON STOCK$277.44M18.2%
SPON ADS$191.39M12.5%
CL A$45.42M3.0%
CL A NON VTG$36.80M2.4%
COM NEW$4.64M0.3%
STATE STREET CON$4.10M0.3%
Portfolio Concentration
Top 3$862.83M56.5%
4–10$517.22M33.9%
11–25$147.25M9.6%
Top 3 weight
56.5%
Top 10 weight
90.4%
Voting Authority Distribution
Total shares with voting rights: 50.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
50.08M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other23
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings23
Rows:
PACKAGING CORP AMER
DFNDShares1.53M
TypeSH
Market value$325.23M
21.29%
Sole
0.00
Shared
1.53M
None
0.00
INTERNATIONAL PAPER CO
DFNDShares7.59M
TypeSH
Market value$270.96M
17.74%
Sole
0.00
Shared
7.59M
None
0.00
SYLVAMO CORP
DFNDShares6.31M
TypeSH
Market value$266.64M
17.46%
Sole
0.00
Shared
6.31M
None
0.00
SUZANO S A
DFNDShares19.12M
TypeSH
Market value$191.39M
12.53%
Sole
0.00
Shared
19.12M
None
0.00
FORTUNE BRANDS INNOVATIONS I
DFNDShares2.17M
TypeSH
Market value$84.76M
5.55%
Sole
0.00
Shared
2.17M
None
0.00
HORMEL FOODS CORP
DFNDShares2.83M
TypeSH
Market value$63.99M
4.19%
Sole
0.00
Shared
2.83M
None
0.00
FIRSTCASH HOLDINGS INC
DFNDShares270K
TypeSH
Market value$50.76M
3.32%
Sole
0.00
Shared
270K
None
0.00
FLOOR & DECOR HLDGS INC
DFNDShares894K
TypeSH
Market value$45.42M
2.97%
Sole
0.00
Shared
894K
None
0.00
APTARGROUP INC
DFNDShares350K
TypeSH
Market value$44.11M
2.89%
Sole
0.00
Shared
350K
None
0.00
EZCORP INC
DFNDShares1.45M
TypeSH
Market value$36.80M
2.41%
Sole
0.00
Shared
1.45M
None
0.00
SILGAN HLDGS INC
DFNDShares870K
TypeSH
Market value$33.76M
2.21%
Sole
0.00
Shared
870K
None
0.00
LGI HOMES INC
DFNDShares640K
TypeSH
Market value$25.30M
1.66%
Sole
0.00
Shared
640K
None
0.00
MOHAWK INDS INC
DFNDShares165K
TypeSH
Market value$16.25M
1.06%
Sole
0.00
Shared
165K
None
0.00
GREENBRIER COS INC
DFNDShares249.56K
TypeSH
Market value$13.14M
0.86%
Sole
0.00
Shared
249.56K
None
0.00
AMERICAN WOODMARK CORP
DFNDShares296K
TypeSH
Market value$11.79M
0.77%
Sole
0.00
Shared
296K
None
0.00
MASTERBRAND INC
DFNDShares1.30M
TypeSH
Market value$10.80M
0.71%
Sole
0.00
Shared
1.30M
None
0.00
RAYONIER INC
DFNDShares480K
TypeSH
Market value$9.90M
0.65%
Sole
0.00
Shared
480K
None
0.00
BUILDERS FIRSTSOURCE INC
DFNDShares77K
TypeSH
Market value$6.34M
0.42%
Sole
0.00
Shared
77K
None
0.00
WEYERHAEUSER CO
DFNDShares190K
TypeSH
Market value$4.64M
0.30%
Sole
0.00
Shared
190K
None
0.00
MERCER INTL INC
DFNDShares3.15M
TypeSH
Market value$4.47M
0.29%
Sole
0.00
Shared
3.15M
None
0.00
SELECT SECTOR SPDR TR
DFNDShares50K
TypeSH
Market value$4.10M
0.27%
Sole
0.00
Shared
50K
None
0.00
WEST FRASER TIMBER LTD
DFNDShares56K
TypeSH
Market value$3.66M
0.24%
Sole
0.00
Shared
56K
None
0.00
BOISE CASCADE CO DEL
DFNDShares41K
TypeSH
Market value$3.11M
0.20%
Sole
0.00
Shared
41K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PACKAGING CORP AMERDFND | COM | 1.53M | SH | $325.23M 21.29% | 0.00 | 1.53M | 0.00 |
INTERNATIONAL PAPER CODFND | COM | 7.59M | SH | $270.96M 17.74% | 0.00 | 7.59M | 0.00 |
SYLVAMO CORPDFND | COMMON STOCK | 6.31M | SH | $266.64M 17.46% | 0.00 | 6.31M | 0.00 |
SUZANO S ADFND | SPON ADS | 19.12M | SH | $191.39M 12.53% | 0.00 | 19.12M | 0.00 |
FORTUNE BRANDS INNOVATIONS IDFND | COM | 2.17M | SH | $84.76M 5.55% | 0.00 | 2.17M | 0.00 |
HORMEL FOODS CORPDFND | COM | 2.83M | SH | $63.99M 4.19% | 0.00 | 2.83M | 0.00 |
FIRSTCASH HOLDINGS INCDFND | COM | 270K | SH | $50.76M 3.32% | 0.00 | 270K | 0.00 |
FLOOR & DECOR HLDGS INCDFND | CL A | 894K | SH | $45.42M 2.97% | 0.00 | 894K | 0.00 |
APTARGROUP INCDFND | COM | 350K | SH | $44.11M 2.89% | 0.00 | 350K | 0.00 |
EZCORP INCDFND | CL A NON VTG | 1.45M | SH | $36.80M 2.41% | 0.00 | 1.45M | 0.00 |
SILGAN HLDGS INCDFND | COM | 870K | SH | $33.76M 2.21% | 0.00 | 870K | 0.00 |
LGI HOMES INCDFND | COM | 640K | SH | $25.30M 1.66% | 0.00 | 640K | 0.00 |
MOHAWK INDS INCDFND | COM | 165K | SH | $16.25M 1.06% | 0.00 | 165K | 0.00 |
GREENBRIER COS INCDFND | COM | 249.56K | SH | $13.14M 0.86% | 0.00 | 249.56K | 0.00 |
AMERICAN WOODMARK CORPDFND | COM | 296K | SH | $11.79M 0.77% | 0.00 | 296K | 0.00 |
MASTERBRAND INCDFND | COMMON STOCK | 1.30M | SH | $10.80M 0.71% | 0.00 | 1.30M | 0.00 |
RAYONIER INCDFND | COM | 480K | SH | $9.90M 0.65% | 0.00 | 480K | 0.00 |
BUILDERS FIRSTSOURCE INCDFND | COM | 77K | SH | $6.34M 0.42% | 0.00 | 77K | 0.00 |
WEYERHAEUSER CODFND | COM NEW | 190K | SH | $4.64M 0.30% | 0.00 | 190K | 0.00 |
MERCER INTL INCDFND | COM | 3.15M | SH | $4.47M 0.29% | 0.00 | 3.15M | 0.00 |
SELECT SECTOR SPDR TRDFND | STATE STREET CON | 50K | SH | $4.10M 0.27% | 0.00 | 50K | 0.00 |
WEST FRASER TIMBER LTDDFND | COM | 56K | SH | $3.66M 0.24% | 0.00 | 56K | 0.00 |
BOISE CASCADE CO DELDFND | COM | 41K | SH | $3.11M 0.20% | 0.00 | 41K | 0.00 |