Atlas Frm LLC Top Holdings and 13F Report (2026) About Atlas Frm LLCInvestment ActivityAtlas Frm LLC has $1.53 billion in total holdings as of March 31, 2026.Atlas Frm LLC owns shares of 23 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 41.06% of the portfolio was purchased this quarter.About 5.10% of the portfolio was sold this quarter.This quarter, Atlas Frm LLC has purchased 12 new stocks and bought additional shares in 7 stocks.Atlas Frm LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings Packaging Corporation of America $325,227,150International Paper $270,963,000Sylvamo $266,638,057Suzano $191,391,200Fortune Brands Innovations $84,759,750 Largest New Holdings this Quarter 34964C106 - Fortune Brands Innovations $84,759,750 Holding440452100 - Hormel Foods $63,986,250 Holding038336103 - AptarGroup $44,107,000 Holding50187T106 - LGI Homes $25,299,200 Holding393657101 - Greenbrier Companies $13,139,387 Holding Largest Purchases this Quarter Packaging Corporation of America 542,500 shares (about $115.13M)International Paper 2,590,000 shares (about $92.46M)Fortune Brands Innovations 2,175,000 shares (about $84.76M)Hormel Foods 2,825,000 shares (about $63.99M)AptarGroup 350,000 shares (about $44.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtlas Frm LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPKGPackaging Corporation of America$325,227,150$115,129,350 â–²54.8%1,532,50021.3%IndustrialsIPInternational Paper$270,963,000$92,463,000 â–²51.8%7,590,00017.7%Basic MaterialsSLVMSylvamo$266,638,0570.0%6,312,45417.5%Basic MaterialsSUZSuzano$191,391,200$18,018,000 â–²10.4%19,120,00012.5%Basic MaterialsFBINFortune Brands Innovations$84,759,750$84,759,750 â–²New Holding2,175,0005.5%Retail/WholesaleHRLHormel Foods$63,986,250$63,986,250 â–²New Holding2,825,0004.2%Consumer StaplesFCFSFirstCash$50,760,000$41,360,000 â–²440.0%270,0003.3%Business ServicesFNDFloor & Decor$45,415,200$30,632,400 â–²207.2%894,0003.0%Retail/WholesaleATRAptarGroup$44,107,000$44,107,000 â–²New Holding350,0002.9%IndustrialsEZPWEZCORP$36,801,000$28,552,500 â–²346.2%1,450,0002.4%FinanceSLGNSilgan$33,756,000$27,160,000 â–²411.8%870,0002.2%IndustrialsLGIHLGI Homes$25,299,200$25,299,200 â–²New Holding640,0001.7%FinanceMHKMohawk Industries$16,245,9000.0%165,0001.1%Consumer DiscretionaryGBXGreenbrier Companies$13,139,387$13,139,387 â–²New Holding249,5610.9%TransportationAMWDAmerican Woodmark$11,789,6800.0%296,0000.8%Consumer DiscretionaryMBCMasterBrand$10,803,000$10,803,000 â–²New Holding1,300,0000.7%Consumer DiscretionaryRYNRayonier$9,897,600$9,897,600 â–²New Holding480,0000.6%ConstructionBLDRBuilders FirstSource$6,339,410$6,339,410 â–²New Holding77,0000.4%Retail/WholesaleWYWeyerhaeuser$4,641,700$4,641,700 â–²New Holding190,0000.3%ConstructionMERCMercer International$4,473,0000.0%3,150,0000.3%Basic MaterialsXLPConsumer Staples Select Sector SPDR Fund$4,099,000$4,099,000 â–²New Holding50,0000.3%ETFWFGWest Fraser Timber$3,656,240$3,656,240 â–²New Holding56,0000.2%ConstructionBCCBoise Cascade$3,109,850$3,109,850 â–²New Holding41,0000.2%ConstructionSEESealed Air$0$77,909,115 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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