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Atlas FRM LLC
hedge fundUpdated 28 days agoManaged by Atlas Frm Llc • Latest filing Q2 2026
Portfolio value
$2.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
29.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $502.2M |
| Q2 2023 | $523M |
| Q3 2023 | $605.5M |
| Q4 2023 | $580.4M |
| Q1 2024 | $739.9M |
| Q2 2024 | $754.6M |
| Q3 2024 | $1B |
| Q4 2024 | $1.1B |
| Q1 2025 | $933.1M |
| Q2 2025 | $858.8M |
| Q3 2025 | $858.8M |
| Q4 2025 | $1B |
| Q1 2026 | $1.5B |
| Q2 2026 | $2.3B |
Top holdings
51 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SLVM SYLVAMO CORP | $238.6M | 6.31M | 10.22% | — |
| 2 | P PKG PACKAGING CORP OF AMERICA | $151M | 633.6K | 6.47% | — |
| 3 | I INPAP INTERNATIONAL PAPER CO | $143.8M | 3.77M | 6.16% | — |
| 4 | I INPAP INTERNATIONAL PAPER CO | $133.3M | 3.50M | 5.71% | — |
| 5 | P PKG PACKAGING CORP OF AMERICA | $131.6M | 552.5K | 5.64% | — |
| 6 | W WCN WASTE CONNECTIONS INC | $115M | 690.0K | 4.93% | — |
| 7 | W WCN WASTE CONNECTIONS INC | $111.7M | 670.0K | 4.78% | — |
| 8 | I INPAP INTERNATIONAL PAPER CO | $97.7M | 2.56M | 4.19% | — |
| 9 | S SUZ SUZANO SA - ADR | $86.3M | 11.12M | 3.70% | — |
| 10 | P PKG PACKAGING CORP OF AMERICA | $82.5M | 346.4K | 3.53% | — |
| 11 | F FBIN FORTUNE BRANDS INNOVATIONS INC | $80.4M | 1.47M | 3.44% | — |
| 12 | S SUZ SUZANO SA - ADR | $63.6M | 8.20M | 2.73% | — |
| 13 | L LGIH LGI HOMES INC | $61.6M | 967.0K | 2.64% | — |
| 14 | A ATR APTARGROUP INC | $56.3M | 450.0K | 2.41% | — |
| 15 | R RYN Rayonier Inc | $48.9M | 2.30M | 2.10% | — |
| 16 | M MBC MASTERBRAND INC | $47.6M | 4.62M | 2.04% | — |
| 17 | F FCFS FIRSTCASH HOLDINGS INC | $45.4M | 210.0K | 1.95% | — |
| 18 | B BLDR Builders FirstSource Inc | $43.4M | 485.0K | 1.86% | — |
| 19 | E EZPW EZCORP INC-CL A(NSM) | $38.9M | 1.13M | 1.67% | — |
| 20 | S SUZ SUZANO SA - ADR | $38.8M | 5.00M | 1.66% | — |