ATLAS FRM LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SUZ | 19.12M | $191.39M |
 | IP | 7.59M | $270.96M |
 | SLVM | 6.31M | $266.64M |
 | MERC | 3.15M | $4.47M |
 | HRL | 2.83M | $63.99M |
 | PKG | 1.53M | $325.23M |
 | EZPW | 1.45M | $36.80M |
 | MBC | 1.30M | $10.80M |
 | FND | 894K | $45.42M |
 | SLGN | 870K | $33.76M |
 | LGIH | 640K | $25.30M |
 | RYN | 480K | $9.90M |
 | ATR | 350K | $44.11M |
 | FCFS | 270K | $50.76M |
 | GBX | 250K | $13.14M |
 | WY | 190K | $4.64M |
 | MHK | 165K | $16.25M |
 | BLDR | 77K | $6.34M |
 | WFG | 56K | $3.66M |
 | BCC | 41K | $3.11M |
Suzano S.A.
SUZ
Shares Held
19.12M
Value
$191.39M
International Paper Company
IP
Shares Held
7.59M
Value
$270.96M
Sylvamo Corp
SLVM
Shares Held
6.31M
Value
$266.64M
Mercer International Inc.
MERC
Shares Held
3.15M
Value
$4.47M
Hormel Foods Corporation
HRL
Shares Held
2.83M
Value
$63.99M
Packaging Corporation of America
PKG
Shares Held
1.53M
Value
$325.23M
EZCORP, Inc.
EZPW
Shares Held
1.45M
Value
$36.80M
MasterBrand, Inc.
MBC
Shares Held
1.30M
Value
$10.80M
Floor & Decor Holdings, Inc.
FND
Shares Held
894K
Value
$45.42M
Silgan Holdings Inc.
SLGN
Shares Held
870K
Value
$33.76M
LGI Homes, Inc.
LGIH
Shares Held
640K
Value
$25.30M
Rayonier Inc.
RYN
Shares Held
480K
Value
$9.90M
AptarGroup, Inc.
ATR
Shares Held
350K
Value
$44.11M
FirstCash Holdings, Inc
FCFS
Shares Held
270K
Value
$50.76M
The Greenbrier Companies, Inc.
GBX
Shares Held
250K
Value
$13.14M
Weyerhaeuser Company
WY
Shares Held
190K
Value
$4.64M
Mohawk Industries, Inc.
MHK
Shares Held
165K
Value
$16.25M
Builders FirstSource, Inc.
BLDR
Shares Held
77K
Value
$6.34M
West Fraser Timber Co. Ltd.
WFG
Shares Held
56K
Value
$3.66M
Boise Cascade Company
BCC
Shares Held
41K
Value
$3.11M