Stock Taper

ATLAS FRM LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
International Paper CompanyIP9.84M$374.9M
Sylvamo CorpSLVM6.31M$238.61M
MasterBrand, Inc.MBC4.62M$47.59M
Rayonier Inc. REITRYN3.94M$83.84M
Janus International Group, Inc.JBI3.24M$17.98M
Weyerhaeuser CompanyWY3.04M$72.78M
CEMEX, S.A.B. de C.V.CX2.12M$25.44M
Packaging Corporation of AmericaPKG1.53M$365.16M
Waste Connections, Inc.WCN1.51M$251.7M
EZCORP, Inc.EZPW1.45M$50.13M
Silgan Holdings Inc.SLGN1.04M$48.25M
LGI Homes, Inc.LGIH967K$61.58M
Floor & Decor Holdings, Inc.FND930K$55.2M
The Greenbrier Companies, Inc.GBX787.59K$38.6M
Builders FirstSource, Inc.BLDR718K$64.25M
AptarGroup, Inc.ATR670K$83.88M
Boise Cascade CompanyBCC445K$34.55M
FirstCash Holdings, IncFCFS270K$58.41M
Meritage Homes CorporationMTH220K$18.45M
Sonoco Products CompanySON50K$2.82M