StockDriftsStockDriftsTop 25 Atlas Frm LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IP | INTERNATIONAL PAPER CO | 16.06% | 9.84M | $374.9M | +29.64%(+2.25M) | $38.61(+6.64%) | 2026-06-30 | |
| PKG | PACKAGING CORP OF AMERICA | 15.64% | 1.53M | $365.2M | +0.00%(+0) | $203.56(+26.19%) | 2026-06-30 | |
| WCN | WASTE CONNECTIONS INC | 10.78% | 1.51M | $251.7M | new | $164.28(+0.65%) | 2026-06-30 | |
| SLVM | SYLVAMO CORP | 10.22% | 6.31M | $238.6M | +0.00%(+0) | $32.47(+17.31%) | 2026-06-30 | |
| SUZ | SUZANO SA - ADR | 8.08% | 24.32M | $188.7M | +27.20%(+5.20M) | $10.45(-23.83%) | 2026-06-30 | |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | 4.29% | 1.82M | $100.2M | -16.09%(-350.00K) | $44.50(+9.83%) | 2026-06-30 | |
| ATR | APTARGROUP INC | 3.59% | 670.0K | $83.9M | +91.43%(+320.00K) | $125.79(+5.85%) | 2026-06-30 | |
| RYN | Rayonier Inc | 3.59% | 3.94M | $83.8M | +720.83%(+3.46M) | $20.96(+2.61%) | 2026-06-30 | |
| WY | Weyerhaeuser Co | 3.12% | 3.04M | $72.8M | +1500.00%(+2.85M) | $24.11(+3.27%) | 2026-06-30 | |
| BLDR | Builders FirstSource Inc | 2.75% | 718.0K | $64.2M | +832.47%(+641.00K) | $85.07(-14.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.36% | +23.73% | — | — | +31.74% |
| Top 20 Holdings Unweighted | -0.70% | -2.07% | — | — | -8.39% |
Atlas Frm LLC reports $2.33B in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are IP (16.1%), PKG (15.6%) and WCN (10.8%). The top 20 holdings account for 98.25% of reported assets. Its disclosed equity book has returned +23.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlas Frm LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1879898). View Atlas Frm LLC’s 13F filings on SEC