ATLAS FRM LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SUZ | 17.32M | $161.77M |
 | SLVM | 6.31M | $303.94M |
 | IP | 5.00M | $196.95M |
 | MERC | 3.15M | $6.24M |
 | SEE | 1.88M | $77.91M |
 | PKG | 990K | $204.17M |
 | EZPW | 325K | $6.31M |
 | AMWD | 296K | $15.95M |
 | FND | 291K | $17.72M |
 | SLGN | 170K | $6.86M |
 | MHK | 165K | $18.03M |
 | FCFS | 50K | $7.97M |
Suzano S.A.
SUZ
Shares Held
17.32M
Value
$161.77M
Sylvamo Corporation
SLVM
Shares Held
6.31M
Value
$303.94M
International Paper Company
IP
Shares Held
5.00M
Value
$196.95M
Mercer International Inc.
MERC
Shares Held
3.15M
Value
$6.24M
Sealed Air Corporation
SEE
Shares Held
1.88M
Value
$77.91M
Packaging Corporation of America
PKG
Shares Held
990K
Value
$204.17M
EZCORP, Inc.
EZPW
Shares Held
325K
Value
$6.31M
American Woodmark Corporation
AMWD
Shares Held
296K
Value
$15.95M
Floor & Decor Holdings, Inc.
FND
Shares Held
291K
Value
$17.72M
Silgan Holdings Inc.
SLGN
Shares Held
170K
Value
$6.86M
Mohawk Industries, Inc.
MHK
Shares Held
165K
Value
$18.03M
FirstCash Holdings, Inc
FCFS
Shares Held
50K
Value
$7.97M