Funds › Atlas FRM LLC
Atlas FRM LLC
13F for Q3 2026, filed Nov 13, 2026. 25 positions worth $2.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | PKG Packaging Corporation of America | 1.77M | $406.1M | 15.6% | +15.6% | 13F ↗ |
| 2 | IP International Paper Company | 9.84M | $326.4M | 12.5% | Unchanged | 13F ↗ |
| 3 | WCN Waste Connections, Inc. | 1.76M | $271.7M | 10.4% | +16.9% | 13F ↗ |
| 4 | SUZ Suzano S.A. · ADR | 26.20M | $224.5M | 8.6% | +7.7% | 13F ↗ |
| 5 | SLVM Sylvamo Corporation | 6.31M | $206.3M | 7.9% | Unchanged | 13F ↗ |
| 6 | RYN Rayonier Inc. REIT | 6.61M | $121.4M | 4.7% | +67.8% | 13F ↗ |
| 7 | BLDR Builders FirstSource, Inc. | 1.94M | $110.3M | 4.2% | +169% | 13F ↗ |
| 8 | WY Weyerhaeuser Company | 5.62M | $107.1M | 4.1% | +84.9% | 13F ↗ |
| 9 | CX Cemex, S.A.B. de C.V. · ADR | 7.33M | $69.7M | 2.7% | +246% | 13F ↗ |
| 10 | FBIN Fortune Brands Innovations, Inc. | 1.77M | $67.4M | 2.6% | -3.0% | 13F ↗ |
| 11 | ATR AptarGroup, Inc. | 550,000 | $66.6M | 2.6% | -17.9% | 13F ↗ |
| 12 | SW Smurfit WestRock plc | 1.40M | $61.5M | 2.4% | New | 13F ↗ |
| 13 | FCFS FirstCash Holdings, Inc. | 285,000 | $60.2M | 2.3% | +5.6% | 13F ↗ |
| 14 | FND Floor & Decor Holdings, Inc. | 1.26M | $57.6M | 2.2% | +35.2% | 13F ↗ |
| 15 | BALL Ball Corporation | 1.02M | $57.2M | 2.2% | New | 13F ↗ |
| 16 | SLGN Silgan Holdings Inc. | 1.50M | $52.3M | 2.0% | +44.7% | 13F ↗ |
| 17 | LGIH LGI Homes, Inc. | 1.11M | $51.9M | 2.0% | +15.1% | 13F ↗ |
| 18 | BCC Boise Cascade, L.L.C. | 685,000 | $50.8M | 1.9% | +53.9% | 13F ↗ |
| 19 | EZPW EZCORP, Inc. | 1.63M | $48.4M | 1.9% | +12.1% | 13F ↗ |
| 20 | GBX Greenbrier Companies, Inc. | 1.16M | $46.5M | 1.8% | +47.3% | 13F ↗ |
| 21 | LW Lamb Weston Holdings, Inc. | 1.02M | $42.7M | 1.6% | New | 13F ↗ |
| 22 | MTH Meritage Homes Corporation | 615,000 | $38.7M | 1.5% | +180% | 13F ↗ |
| 23 | MBC MasterBrand, Inc. | 4.75M | $33.2M | 1.3% | +2.7% | 13F ↗ |
| 24 | JBI Janus International Group, Inc. | 6.42M | $26.3M | 1.0% | +98.1% | 13F ↗ |
| 25 | CPB The Campbell's Company | 100,000 | $2.0M | 0.1% | New | 13F ↗ |
Changes since Q2 2026
4 new, 17 added to, 2 trimmed, 4 exited, 2 unchanged. By estimated dollars.
New positions (4)
Added to (17)
| BLDR Builders FirstSource, Inc. | 1.94M | +169% | $69.4M |
| PKG Packaging Corporation of America | 1.77M | +15.6% | $54.8M |
| CX Cemex, S.A.B. de C.V. · ADR | 7.33M | +246% | $49.5M |
| WY Weyerhaeuser Company | 5.62M | +84.9% | $49.1M |
| RYN Rayonier Inc. REIT | 6.61M | +67.8% | $49.0M |
| WCN Waste Connections, Inc. | 1.76M | +16.9% | $39.3M |
| MTH Meritage Homes Corporation | 615,000 | +180% | $24.8M |
| BCC Boise Cascade, L.L.C. | 685,000 | +53.9% | $17.8M |
| SLGN Silgan Holdings Inc. | 1.50M | +44.7% | $16.2M |
| SUZ Suzano S.A. · ADR | 26.20M | +7.7% | $16.1M |
Trimmed (2)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 25 | $2.6B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 25 | $2.3B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 23 | $1.5B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 12 | $1.0B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 9 | $858.8M | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 9 | $858.8M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 9 | $933.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer