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What Atlas Frm Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
23Quarter
2026-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| PKG PACKAGING CORP OF AMERICA | 325.2M | 21.3% | 1.5M | 252.79 | +27.6% |
| IP INTERNATIONAL PAPER CO /NEW/ | 271.0M | 17.7% | 7.6M | 41.49 | -11.7% |
| SLVM Sylvamo Corp | 266.6M | 17.5% | 6.3M | 36.79 | -14.9% |
| SUZ Suzano S.A. | 191.4M | 12.5% | 19.1M | 8.78 | -8.4% |
| FBIN Fortune Brands Innovations, Inc. | 84.8M | 5.5% | 2.2M | 44.53 | -22.9% |
| HRL HORMEL FOODS CORP /DE/ | 64.0M | 4.2% | 2.8M | 23.88 | -16.6% |
| FCFS FirstCash Holdings, Inc. | 50.8M | 3.3% | 270.0K | 225.28 | +61.9% |
| FND Floor & Decor Holdings, Inc. | 45.4M | 3.0% | 894.0K | 54.26 | -33.8% |
| ATR APTARGROUP, INC. | 44.1M | 2.9% | 350.0K | 134.80 | -4.5% |
| EZPW EZCORP INC | 36.8M | 2.4% | 1.4M | 32.22 | +106.0% |
| SLGN SILGAN HOLDINGS INC | 33.8M | 2.2% | 870.0K | 42.39 | -8.5% |
| LGIH LGI Homes, Inc. | 25.3M | 1.7% | 640.0K | 58.16 | -8.3% |
| MHK MOHAWK INDUSTRIES INC | 16.2M | 1.1% | 165.0K | 136.22 | +9.8% |
| GBX GREENBRIER COMPANIES INC | 13.1M | 0.9% | 249.6K | 46.05 | -0.6% |
| unmapped CUSIP 030506109 | 11.8M | 0.8% | 296.0K | — | — |
| MBC MasterBrand, Inc. | 10.8M | 0.7% | 1.3M | 9.11 | -25.9% |
| RYN RAYONIER INC | 9.9M | 0.6% | 480.0K | 21.20 | -20.5% |
| BLDR Builders FirstSource, Inc. | 6.3M | 0.4% | 77.0K | 70.21 | -47.1% |
| WY WEYERHAEUSER CO | 4.6M | 0.3% | 190.0K | 24.43 | -6.1% |
| MERC MERCER INTERNATIONAL INC. | 4.5M | 0.3% | 3.1M | 0.43 | -86.6% |
| XLP State Street Consumer Staples Select Sector SP | 4.1M | 0.3% | 50.0K | 85.99 | +3.3% |
| WFG WEST FRASER TIMBER CO., LTD | 3.7M | 0.2% | 56.0K | 69.75 | -3.1% |
| BCC BOISE CASCADE Co | 3.1M | 0.2% | 41.0K | 82.47 | -2.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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