§ 13F · FUND PROFILE
Atlas FRM LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $858.8T (13F)Positions · 15Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$38.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SLVM | SYLVAMO CORP | 6.31M | $303.9T | 29.7% | ±0% |
| 2 | PKG | PACKAGING CORP AMER | 634K | $130.7T | 12.8% | +31% |
| 3 | IP | INTERNATIONAL PAPER CO | 3.23M | $127.0T | 12.4% | +82% |
| 4 | SUZ | SUZANO S A | 11.12M | $103.9T | 10.1% | ±0% |
| 5 | PKG | PACKAGING CORP AMER | 356K | $73.5T | 7.2% | −26% |
| 6 | IP | INTERNATIONAL PAPER CO | 1.77M | $69.9T | 6.8% | ±0% |
| 7 | SEE | SEALED AIR CORP NEW | 1.42M | $58.9T | 5.8% | +51% |
| 8 | SUZ | SUZANO S A | 6.20M | $57.9T | 5.7% | −44% |
| 9 | SEE | SEALED AIR CORP NEW | 458K | $19.0T | 1.9% | −51% |
| 10 | MHK | MOHAWK INDS INC | 165K | $18.0T | 1.8% | −20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATLAS SIGNAL
AC read
Atlas FRM LLC is a Other fund managing $858771.4 trillion in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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