account_balance
Investment manager · 13F filer · SEC CIK 1879898
Atlas FRM LLC
Reported value$2.33Bas of Jun 30, 2026
Positions25 6 new, 4 sold out
Top 10 weight78.1%IP alone is 16%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
The top 10 stocks are 78.1% of this fund. 15 other stocks make up the rest.
IP International Paper Co 16.1% Added +30%PKG Packaging Corp of America 15.6% HeldWCN Waste Connections Inc 10.8% NewSLVM Sylvamo Corp 10.2% HeldSUZ Suzano SA - ADR 8.1% Added +27%FBIN Fortune Brands Innovations Inc 4.3% Trimmed −16%ATR Aptargroup Inc 3.6% Added +91%RYN Rayonier Inc 3.6% Added +721%WY Weyerhaeuser Co 3.1% Added +1500%BLDR Builders FirstSource Inc 2.8% Added +832%
15 other stocks21.9%
Bar length compares each stock with the biggest holding. Tags compare share counts with the Mar 31, 2026 filing. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed