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Atlas Frm Llc

Portfolio Manager
Atlas Frm LLC
Performance
-4.84% (2026 Q1)
AUM (13F)
$1.53B
# of Holdings
23
Performance Rank
Allocation (Top 20)
99.28%

Atlas Frm Llc Holdings Map

Top 23 Atlas Frm Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PKG
PACKAGING CORP AMER
21.29%1.53M$325.2M
+54.80%(+542.50K)
2025-Q1: 335.0K shares2025-Q2: 535.0K shares2025-Q3: 685.0K shares2025-Q4: 990.0K shares2026-Q1: 1.53M shares
$203.56(+4.19%)
2026-03-31
IP
INTERNATIONAL PAPER CO
17.74%7.59M$271.0M
+51.80%(+2.59M)
2025-Q1: 3.20M shares2025-Q2: 3.20M shares2025-Q3: 3.20M shares2025-Q4: 5.00M shares2026-Q1: 7.59M shares
$39.22(-22.84%)
2026-03-31
SLVM
SYLVAMO CORP
17.46%6.31M$266.6M
+0.00%(+0)
2025-Q1: 6.31M shares2025-Q2: 6.31M shares2025-Q3: 6.31M shares2025-Q4: 6.31M shares2026-Q1: 6.31M shares
$32.47(+15.23%)
2026-03-31
SUZ
SUZANO S A
12.53%19.12M$191.4M
+10.39%(+1.80M)
2025-Q1: 17.32M shares2025-Q2: 17.32M shares2025-Q3: 17.32M shares2025-Q4: 17.32M shares2026-Q1: 19.12M shares
$10.93(-24.89%)
2026-03-31
FBIN
FORTUNE BRANDS INNOVATIONS I
5.55%2.17M$84.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.17M shares
$44.50(-22.76%)
2026-03-31
HRL
HORMEL FOODS CORP
4.19%2.83M$64.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.83M shares
$23.18(-14.82%)
2026-03-31
FCFS
FIRSTCASH HOLDINGS INC
3.32%270.0K$50.8M
+440.00%(+220.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.0K shares2026-Q1: 270.0K shares
$170.95(+32.52%)
2026-03-31
FND
FLOOR & DECOR HLDGS INC
2.97%894.0K$45.4M
+207.22%(+603.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 291.0K shares2026-Q1: 894.0K shares
$59.57(-27.00%)
2026-03-31
ATR
APTARGROUP INC
2.89%350.0K$44.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 350.0K shares
$127.17(-9.83%)
2026-03-31
EZPW
EZCORP INC
2.41%1.45M$36.8M
+346.15%(+1.12M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 325.0K shares2026-Q1: 1.45M shares
$21.69(+52.15%)
2026-03-31

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