Top 23 Atlas Frm Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PKG | PACKAGING CORP AMER | 21.29% | 1.53M | $325.2M | +54.80%(+542.50K) | $203.56(+4.19%) | 2026-03-31 | |
| IP | INTERNATIONAL PAPER CO | 17.74% | 7.59M | $271.0M | +51.80%(+2.59M) | $39.22(-22.84%) | 2026-03-31 | |
| SLVM | SYLVAMO CORP | 17.46% | 6.31M | $266.6M | +0.00%(+0) | $32.47(+15.23%) | 2026-03-31 | |
| SUZ | SUZANO S A | 12.53% | 19.12M | $191.4M | +10.39%(+1.80M) | $10.93(-24.89%) | 2026-03-31 | |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 5.55% | 2.17M | $84.8M | new | $44.50(-22.76%) | 2026-03-31 | |
| HRL | HORMEL FOODS CORP | 4.19% | 2.83M | $64.0M | new | $23.18(-14.82%) | 2026-03-31 | |
| FCFS | FIRSTCASH HOLDINGS INC | 3.32% | 270.0K | $50.8M | +440.00%(+220.00K) | $170.95(+32.52%) | 2026-03-31 | |
| FND | FLOOR & DECOR HLDGS INC | 2.97% | 894.0K | $45.4M | +207.22%(+603.00K) | $59.57(-27.00%) | 2026-03-31 | |
| ATR | APTARGROUP INC | 2.89% | 350.0K | $44.1M | new | $127.17(-9.83%) | 2026-03-31 | |
| EZPW | EZCORP INC | 2.41% | 1.45M | $36.8M | +346.15%(+1.12M) | $21.69(+52.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.22% | +0.67% |
| Top 20 Holdings Unweighted | -4.48% | -12.84% |
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