§ 13F · FUND PROFILE
Atlas FRM LLC.
AUM · $2.3B (13F)Positions · 51Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$169M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SLVM | SYLVAMO CORP | 6.31M | $239M | 10.2% | ±0% |
| 2 | PKG | PACKAGING CORP OF AMERICA | 634K | $151M | 6.5% | ±0% |
| 3 | IP | INTERNATIONAL PAPER CO | 3.77M | $144M | 6.2% | +30% |
| 4 | IP | INTERNATIONAL PAPER CO | 3.50M | $133M | 5.7% | — |
| 5 | PKG | PACKAGING CORP OF AMERICA | 553K | $132M | 5.6% | — |
| 6 | WCN | WASTE CONNECTIONS INC | 690K | $115M | 4.9% | NEW |
| 7 | WCN | WASTE CONNECTIONS INC | 670K | $112M | 4.8% | — |
| 8 | IP | INTERNATIONAL PAPER CO | 2.56M | $98M | 4.2% | — |
| 9 | SUZ | SUZANO SA - ADR | 11.12M | $86M | 3.7% | +27% |
| 10 | PKG | PACKAGING CORP OF AMERICA | 346K | $83M | 3.5% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATLAS SIGNAL
AC read
Atlas FRM LLC is a Other fund managing $2.3 billion in assets. The fund runs a portfolio of 51 positions.
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