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 |
|---|---|---|---|---|
| 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% |
Holdings in FCFS
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,760,000 | 270,000 | Shares | Defined | 2026-05-14 | |
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