Atlas Frm LLC Top Holdings and 13F Report (2026) About Atlas Frm LLCInvestment ActivityAtlas Frm LLC has $2.33 billion in total holdings as of June 30, 2026.Atlas Frm LLC owns shares of 26 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 36.50% of the portfolio was purchased this quarter.About 5.01% of the portfolio was sold this quarter.This quarter, Atlas Frm LLC has purchased 23 new stocks and bought additional shares in 13 stocks.Atlas Frm LLC sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings International Paper $374,904,000Packaging Corporation of America $365,164,100Waste Connections $251,701,900Sylvamo $238,610,761Suzano $188,723,200 Largest New Holdings this Quarter 94106B101 - Waste Connections $251,701,900 Holding151290889 - Cemex $25,440,000 Holding59001A102 - Meritage Homes $18,447,000 Holding47103N106 - Janus International Group $13,320,000 Holding47103N106 - Janus International Group $4,662,000 Holding Largest Purchases this Quarter Waste Connections 1,510,000 shares (about $251.70M)International Paper 2,250,000 shares (about $85.73M)Rayonier 3,460,000 shares (about $73.63M)Weyerhaeuser 2,850,000 shares (about $68.23M)Builders FirstSource 641,000 shares (about $57.36M) Largest Sales this Quarter Fortune Brands Innovations 350,000 shares (about $19.22M)Mercer International 2,553,209 shares (about $1.69M) 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 PortfolioSectorIPInternational Paper$374,904,000$85,725,000 â–²29.6%9,840,00016.1%MaterialsPKGPackaging Corporation of America$365,164,1000.0%1,532,50015.6%MaterialsWCNWaste Connections$251,701,900$251,701,900 â–²New Holding1,510,00010.8%IndustrialsSLVMSylvamo$238,610,7610.0%6,312,45410.2%MaterialsSUZSuzano$188,723,200$40,352,000 â–²27.2%24,320,0008.1%MaterialsFBINFortune Brands Innovations$100,192,500$19,215,000 â–¼-16.1%1,825,0004.3%IndustrialsATRAptarGroup$83,884,000$40,064,000 â–²91.4%670,0003.6%MaterialsRYNRayonier$83,843,200$73,628,800 â–²720.8%3,940,0003.6%Real EstateWYWeyerhaeuser$72,777,600$68,229,000 â–²1,500.0%3,040,0003.1%Real EstateBLDRBuilders FirstSource$64,246,640$57,356,680 â–²832.5%718,0002.8%IndustrialsLGIHLGI Homes$61,578,560$20,823,360 â–²51.1%967,0002.6%Consumer DiscretionaryFCFSFirstCash$58,406,4000.0%270,0002.5%FinanceFNDFloor & Decor$55,204,800$2,136,960 â–²4.0%930,0002.4%Consumer DiscretionaryEZPWEZCORP$50,126,5000.0%1,450,0002.1%FinanceWFGWest Fraser Timber$50,090,600$46,299,960 â–²1,221.4%740,0002.1%MaterialsSLGNSilgan$48,245,600$7,886,300 â–²19.5%1,040,0002.1%MaterialsMBCMasterBrand$47,585,076$34,208,076 â–²255.7%4,624,4002.0%IndustrialsGBXGreenbrier Companies$38,599,688$26,368,703 â–²215.6%787,5881.7%IndustrialsBCCBoise Cascade$34,545,350$31,362,520 â–²985.4%445,0001.5%IndustrialsCXCemex$25,440,000$25,440,000 â–²New Holding2,120,0001.1%MaterialsMTHMeritage Homes$18,447,000$18,447,000 â–²New Holding220,0000.8%Consumer DiscretionaryJBIJanus International Group$13,320,000$13,320,000 â–²New Holding2,400,0000.6%IndustrialsJBIJanus International Group$4,662,000$4,662,000 â–²New Holding840,0000.2%IndustrialsSONSonoco Products$2,817,500$2,817,500 â–²New Holding50,0000.1%MaterialsVMCVulcan Materials$1,475,050$1,475,050 â–²New Holding5,0000.1%MaterialsMERCMercer International$393,882$1,685,118 â–¼-81.1%596,7910.0%MaterialsHRLHormel Foods$0$63,986,250 â–¼-100.0%00.0%Consumer StaplesMHKMohawk Industries$0$16,245,900 â–¼-100.0%00.0%Consumer DiscretionaryAMWDAmerican Woodmark$0$11,789,680 â–¼-100.0%00.0%Consumer DiscretionaryXLPConsumer Staples Select Sector SPDR Fund$0$4,099,000 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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