Stock Taper 
ATLAS FRM LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vulcan Materials Company | VMC | 5K | $1.48M |
 Sonoco Products Company | SON | 50K | $2.82M |
 Meritage Homes Corporation | MTH | 220K | $18.45M |
 FirstCash Holdings, Inc | FCFS | 270K | $58.41M |
 Boise Cascade Company | BCC | 445K | $34.55M |
 AptarGroup, Inc. | ATR | 670K | $83.88M |
 Builders FirstSource, Inc. | BLDR | 718K | $64.25M |
 The Greenbrier Companies, Inc. | GBX | 787.59K | $38.6M |
 Floor & Decor Holdings, Inc. | FND | 930K | $55.2M |
 LGI Homes, Inc. | LGIH | 967K | $61.58M |
 Silgan Holdings Inc. | SLGN | 1.04M | $48.25M |
 EZCORP, Inc. | EZPW | 1.45M | $50.13M |
 Waste Connections, Inc. | WCN | 1.51M | $251.7M |
 Packaging Corporation of America | PKG | 1.53M | $365.16M |
 CEMEX, S.A.B. de C.V. | CX | 2.12M | $25.44M |
 Weyerhaeuser Company | WY | 3.04M | $72.78M |
 Janus International Group, Inc. | JBI | 3.24M | $17.98M |
 Rayonier Inc. REIT | RYN | 3.94M | $83.84M |
 MasterBrand, Inc. | MBC | 4.62M | $47.59M |
 Sylvamo Corp | SLVM | 6.31M | $238.61M |