§ 13F · FUND PROFILE
Atlas FRM LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $859M (13F)Positions · 14Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$223M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SLVM | SYLVAMO CORP | 6.31M | $267M | 17.5% | ±0% |
| 2 | PKG | PACKAGING CORP AMER | 634K | $134M | 8.8% | +55% |
| 3 | PKG | PACKAGING CORP AMER | 553K | $117M | 7.7% | — |
| 4 | SUZ | SUZANO S A | 11.12M | $111M | 7.3% | +10% |
| 5 | IP | INTERNATIONAL PAPER CO | 3.02M | $108M | 7.1% | +52% |
| 6 | IP | INTERNATIONAL PAPER CO | 2.75M | $98M | 6.4% | — |
| 7 | PKG | PACKAGING CORP AMER | 346K | $74M | 4.8% | — |
| 8 | IP | INTERNATIONAL PAPER CO | 1.81M | $65M | 4.2% | — |
| 9 | SUZ | SUZANO S A | 6.20M | $62M | 4.1% | — |
| 10 | HRL | HORMEL FOODS CORP | 2.23M | $50M | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATLAS SIGNAL
AC read
Atlas FRM LLC is a Other fund managing $859 million in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed