Atlas FRM LLC
Top Portfolio Positions
22 positions ·
$1,523,199,570 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
1,532,500 | $325,227,149 | 21.35% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
7,590,000 | $270,963,000 | 17.79% | |
| SLVM |
Sylvamo Corp
Basic Materials
|
6,312,454 | $266,638,056 | 17.51% | |
| SUZ |
Suzano S.A.
Basic Materials
|
19,120,000 | $191,391,200 | 12.57% | |
| FBIN |
Fortune Brands Innovations, Inc.
Industrials
|
2,175,000 | $84,759,750 | 5.56% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
2,825,000 | $63,986,250 | 4.20% | |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
270,000 | $50,760,000 | 3.33% | |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
894,000 | $45,415,200 | 2.98% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
350,000 | $44,107,000 | 2.90% | |
| EZPW |
Ezcorp Inc
Financial Services
|
1,450,000 | $36,801,000 | 2.42% |
Portfolio Trend
18 quarters · across all stocks
Holdings in AMWD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,789,680 | 296,000 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $15,954,400 | 296,000 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $13,018,200 | 195,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,446,490 | 177,000 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $10,412,910 | 177,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,066,420 | 114,000 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||