Atlas FRM LLC reported 25 positions worth $2.33B for the quarter ended Jun 30, 2026, up 54.5% on the prior quarter. It opened 6 new positions, added to 13, trimmed 2 and exited 2. Its largest holding is International Paper Co at 16.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WCN Waste Connections, Inc. | +1.51M | – | $251.70M | 10.78% |
| IP International Paper Co | +2.25M | +29.6% | $85.73M | 16.06% |
| RYN Rayonier Inc | +3.46M | +720.8% | $73.63M | 3.59% |
| WY Weyerhaeuser Co | +2.85M | +1,500.0% | $68.23M | 3.12% |
| BLDR Builders FirstSource, Inc. | +641.0K | +832.5% | $57.36M | 2.75% |
| WFG West Fraser Timber Co., Ltd | +684.0K | +1,221.4% | $46.30M | 2.15% |
| SUZ Suzano S.A. | +5.20M | +27.2% | $40.35M | 8.08% |
| ATR Aptargroup, Inc. | +320.0K | +91.4% | $40.06M | 3.59% |
| MBC MasterBrand, Inc. | +3.32M | +255.7% | $34.21M | 2.04% |
| BCC BOISE CASCADE Co | +404.0K | +985.4% | $31.36M | 1.48% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| WCN Waste Connections, Inc. | +1.51M | $251.70M | 10.78% |
| CX Cemex Sab De Cv | +2.12M | $25.44M | 1.09% |
| MTH Meritage Homes CORP | +220.0K | $18.45M | 0.79% |
| JBI Janus International Group, Inc. | +3.24M | $17.98M | 0.77% |
| SON Sonoco Products Co | +50.0K | $2.82M | 0.121% |
| VMC Vulcan Materials CO | +5,000 | $1.48M | 0.063% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IP International Paper Co | Basic Materials | 9.84M | $374.90M | 16.06% | +2.25M | +29.6% | Added | 1.57% |
| 2 | PKG Packaging Corp Of America | Basic Materials | 1.53M | $365.16M | 15.64% | 0 | 0.0% | Unchanged | 1.72% |
| 3 | WCN Waste Connections, Inc. | Industrials | 1.51M | $251.70M | 10.78% | +1.51M | – | New | 0.6% |
| 4 | SLVM Sylvamo Corp | Basic Materials | 6.31M | $238.61M | 10.22% | 0 | 0.0% | Unchanged | 15.86% |
| 5 | SUZ Suzano S.A. | Basic Materials | 24.32M | $188.72M | 8.08% | +5.20M | +27.2% | Added | 1.97% |
| 6 | FBIN Fortune Brands Innovations, Inc. | Industrials | 1.83M | $100.19M | 4.29% | -350.0K | -16.1% | Reduced | 1.53% |
| 7 | ATR Aptargroup, Inc. | Industrials | 670.0K | $83.88M | 3.59% | +320.0K | +91.4% | Added | 1.05% |
| 8 | RYN Rayonier Inc | Real Estate | 3.94M | $83.84M | 3.59% | +3.46M | +720.8% | Added | 1.31% |
| 9 | WY Weyerhaeuser Co | Basic Materials | 3.04M | $72.78M | 3.12% | +2.85M | +1,500.0% | Added | 0.42% |
| 10 | BLDR Builders FirstSource, Inc. | Industrials | 718.0K | $64.25M | 2.75% | +641.0K | +832.5% | Added | 0.67% |
| 11 | LGIH LGI Homes, Inc. | Consumer Discretionary | 967.0K | $61.58M | 2.64% | +327.0K | +51.1% | Added | 4.16% |
| 12 | FCFS FirstCash Holdings, Inc. | Financial Services | 270.0K | $58.41M | 2.5% | 0 | 0.0% | Unchanged | 0.62% |
| 13 | FND Floor & Decor Holdings, Inc. | Consumer Discretionary | 930.0K | $55.20M | 2.36% | +36.0K | +4.0% | Added | 0.86% |
| 14 | EZPW Ezcorp Inc | Financial Services | 1.45M | $50.13M | 2.15% | 0 | 0.0% | Unchanged | 2.36% |
| 15 | WFG West Fraser Timber Co., Ltd | Basic Materials | 740.0K | $50.09M | 2.15% | +684.0K | +1,221.4% | Added | 0.94% |
Tip. Select a row to see that position’s full history at Atlas FRM.
As of its Q2 2026 13F filing, Atlas FRM LLC’s five largest positions were International Paper Co (IP) at 16.1%, Packaging Corp Of America (PKG) at 15.6%, Waste Connections, Inc. (WCN) at 10.8%, Sylvamo Corp (SLVM) at 10.2%, Suzano S.A. (SUZ) at 8.1% of the reported portfolio.
Atlas FRM LLC reported a 13F portfolio worth $2.33B across 25 positions for Q2 2026. That is up 54.5% from the previous quarter.
Its largest purchases by value were Waste Connections, Inc. ($251.70M), International Paper Co ($85.73M), Rayonier Inc ($73.63M). It opened 6 new positions.
Its largest sales by value were Hormel Foods Corp ($63.99M), Fortune Brands Innovations, Inc. ($19.22M), Mohawk Industries Inc ($16.25M). It exited 2 positions entirely.
From the Form 13F-HR reports Atlas FRM LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.