Filed: 8/13/2026ACC: 0001879898-26-000007
📋 What this filing means
ATLAS FRM LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $2.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$2.33B
Total AUM (reported)
71.19M
Total Shares
Allocation by class
COM$1.64B70.4%
COMMON STOCK$299.52M12.8%
SPON ADS$188.72M8.1%
COM NEW$72.78M3.1%
CL A$55.20M2.4%
CL A NON VTG$50.13M2.1%
SPON ADR NEW$25.44M1.1%
Portfolio Concentration
Top 3$991.77M42.5%
4–10$832.28M35.6%
11–25$510.54M21.9%
Rest$393.9K0.0%
Top 3 weight
42.5%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 71.19M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
71.19M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other26
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings26
Rows:
INTERNATIONAL PAPER CO
DFNDShares9.84M
TypeSH
Market value$374.90M
16.06%
Sole
0.00
Shared
9.84M
None
0.00
PACKAGING CORP OF AMERICA
DFNDShares1.53M
TypeSH
Market value$365.16M
15.64%
Sole
0.00
Shared
1.53M
None
0.00
WASTE CONNECTIONS INC
DFNDShares1.51M
TypeSH
Market value$251.70M
10.78%
Sole
0.00
Shared
1.51M
None
0.00
SYLVAMO CORP
DFNDShares6.31M
TypeSH
Market value$238.61M
10.22%
Sole
0.00
Shared
6.31M
None
0.00
SUZANO SA - ADR
DFNDShares24.32M
TypeSH
Market value$188.72M
8.08%
Sole
0.00
Shared
24.32M
None
0.00
FORTUNE BRANDS INNOVATIONS INC
DFNDShares1.82M
TypeSH
Market value$100.19M
4.29%
Sole
0.00
Shared
1.82M
None
0.00
APTARGROUP INC
DFNDShares670K
TypeSH
Market value$83.88M
3.59%
Sole
0.00
Shared
670K
None
0.00
Rayonier Inc
DFNDShares3.94M
TypeSH
Market value$83.84M
3.59%
Sole
0.00
Shared
3.94M
None
0.00
Weyerhaeuser Co
DFNDShares3.04M
TypeSH
Market value$72.78M
3.12%
Sole
0.00
Shared
3.04M
None
0.00
Builders FirstSource Inc
DFNDShares718K
TypeSH
Market value$64.25M
2.75%
Sole
0.00
Shared
718K
None
0.00
LGI HOMES INC
DFNDShares967K
TypeSH
Market value$61.58M
2.64%
Sole
0.00
Shared
967K
None
0.00
FIRSTCASH HOLDINGS INC
DFNDShares270K
TypeSH
Market value$58.41M
2.50%
Sole
0.00
Shared
270K
None
0.00
FLOOR & DECOR HOLDINGS INC-A
DFNDShares930K
TypeSH
Market value$55.20M
2.36%
Sole
0.00
Shared
930K
None
0.00
EZCORP INC-CL A(NSM)
DFNDShares1.45M
TypeSH
Market value$50.13M
2.15%
Sole
0.00
Shared
1.45M
None
0.00
West Fraser Timber Co Ltd
DFNDShares740K
TypeSH
Market value$50.09M
2.15%
Sole
0.00
Shared
740K
None
0.00
SILGAN HOLDINGS INC
DFNDShares1.04M
TypeSH
Market value$48.25M
2.07%
Sole
0.00
Shared
1.04M
None
0.00
MASTERBRAND INC
DFNDShares4.62M
TypeSH
Market value$47.59M
2.04%
Sole
0.00
Shared
4.62M
None
0.00
GREENBRIER COMPANIES INC
DFNDShares787.59K
TypeSH
Market value$38.60M
1.65%
Sole
0.00
Shared
787.59K
None
0.00
BOISE CASCADE CO
DFNDShares445K
TypeSH
Market value$34.55M
1.48%
Sole
0.00
Shared
445K
None
0.00
CEMEX SAB-SPONS ADR PART CER
DFNDShares2.12M
TypeSH
Market value$25.44M
1.09%
Sole
0.00
Shared
2.12M
None
0.00
MERITAGE HOMES CORP
DFNDShares220K
TypeSH
Market value$18.45M
0.79%
Sole
0.00
Shared
220K
None
0.00
JANUS INTERNATIONAL GROUP IN
DFNDShares2.40M
TypeSH
Market value$13.32M
0.57%
Sole
0.00
Shared
2.40M
None
0.00
JANUS INTERNATIONAL GROUP IN
DFNDShares840K
TypeSH
Market value$4.66M
0.20%
Sole
0.00
Shared
840K
None
0.00
SONOCO PRODUCTS CO
DFNDShares50K
TypeSH
Market value$2.82M
0.12%
Sole
0.00
Shared
50K
None
0.00
VULCAN MATERIALS CO
DFNDShares5K
TypeSH
Market value$1.48M
0.06%
Sole
0.00
Shared
5K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTERNATIONAL PAPER CODFND | COM | 9.84M | SH | $374.90M 16.06% | 0.00 | 9.84M | 0.00 |
PACKAGING CORP OF AMERICADFND | COM | 1.53M | SH | $365.16M 15.64% | 0.00 | 1.53M | 0.00 |
WASTE CONNECTIONS INCDFND | COM | 1.51M | SH | $251.70M 10.78% | 0.00 | 1.51M | 0.00 |
SYLVAMO CORPDFND | COMMON STOCK | 6.31M | SH | $238.61M 10.22% | 0.00 | 6.31M | 0.00 |
SUZANO SA - ADRDFND | SPON ADS | 24.32M | SH | $188.72M 8.08% | 0.00 | 24.32M | 0.00 |
FORTUNE BRANDS INNOVATIONS INCDFND | COM | 1.82M | SH | $100.19M 4.29% | 0.00 | 1.82M | 0.00 |
APTARGROUP INCDFND | COM | 670K | SH | $83.88M 3.59% | 0.00 | 670K | 0.00 |
Rayonier IncDFND | COM | 3.94M | SH | $83.84M 3.59% | 0.00 | 3.94M | 0.00 |
Weyerhaeuser CoDFND | COM NEW | 3.04M | SH | $72.78M 3.12% | 0.00 | 3.04M | 0.00 |
Builders FirstSource IncDFND | COM | 718K | SH | $64.25M 2.75% | 0.00 | 718K | 0.00 |
LGI HOMES INCDFND | COM | 967K | SH | $61.58M 2.64% | 0.00 | 967K | 0.00 |
FIRSTCASH HOLDINGS INCDFND | COM | 270K | SH | $58.41M 2.50% | 0.00 | 270K | 0.00 |
FLOOR & DECOR HOLDINGS INC-ADFND | CL A | 930K | SH | $55.20M 2.36% | 0.00 | 930K | 0.00 |
EZCORP INC-CL A(NSM)DFND | CL A NON VTG | 1.45M | SH | $50.13M 2.15% | 0.00 | 1.45M | 0.00 |
West Fraser Timber Co LtdDFND | COM | 740K | SH | $50.09M 2.15% | 0.00 | 740K | 0.00 |
SILGAN HOLDINGS INCDFND | COM | 1.04M | SH | $48.25M 2.07% | 0.00 | 1.04M | 0.00 |
MASTERBRAND INCDFND | COMMON STOCK | 4.62M | SH | $47.59M 2.04% | 0.00 | 4.62M | 0.00 |
GREENBRIER COMPANIES INCDFND | COM | 787.59K | SH | $38.60M 1.65% | 0.00 | 787.59K | 0.00 |
BOISE CASCADE CODFND | COM | 445K | SH | $34.55M 1.48% | 0.00 | 445K | 0.00 |
CEMEX SAB-SPONS ADR PART CERDFND | SPON ADR NEW | 2.12M | SH | $25.44M 1.09% | 0.00 | 2.12M | 0.00 |
MERITAGE HOMES CORPDFND | COM | 220K | SH | $18.45M 0.79% | 0.00 | 220K | 0.00 |
JANUS INTERNATIONAL GROUP INDFND | COMMON STOCK | 2.40M | SH | $13.32M 0.57% | 0.00 | 2.40M | 0.00 |
JANUS INTERNATIONAL GROUP INDFND | COM | 840K | SH | $4.66M 0.20% | 0.00 | 840K | 0.00 |
SONOCO PRODUCTS CODFND | COM | 50K | SH | $2.82M 0.12% | 0.00 | 50K | 0.00 |
VULCAN MATERIALS CODFND | COM | 5K | SH | $1.48M 0.06% | 0.00 | 5K | 0.00 |
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