Atlas FRM LLC
Atlas FRM LLC reported 25 positions worth $2.33B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IP (16.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IP | SH | $374.9M | 16.06% | 9,840,000 | — | — | |
| ▸ 2 | PKG | SH | $365.2M | 15.64% | 1,532,500 | — | — | |
| ▸ 3 | WCN | SH | $251.7M | 10.78% | 1,510,000 | — | — | |
| ▸ 4 | SLVM | SH | $238.6M | 10.22% | 6,312,454 | — | — | |
| ▸ 5 | SUZ | SH | $188.7M | 8.08% | 24,320,000 | — | — | |
| ▸ 6 | FBIN | SH | $100.2M | 4.29% | 1,825,000 | — | — | |
| ▸ 7 | ATR | SH | $83.9M | 3.59% | 670,000 | — | — | |
| ▸ 8 | RYN | SH | $83.8M | 3.59% | 3,940,000 | — | — | |
| ▸ 9 | WY | SH | $72.8M | 3.12% | 3,040,000 | — | — | |
| ▸ 10 | BLDR | SH | $64.2M | 2.75% | 718,000 | — | — |
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Frequently Asked Questions
What stocks does Atlas FRM LLC hold as of Q2 2026?
Atlas FRM LLC reported 25 positions worth $2.33B in its Q2 2026 13F filing. Largest positions: IP (16.1%), PKG (15.6%), WCN (10.8%), SLVM (10.2%) and SUZ (8.1%).
What did Atlas FRM LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Atlas FRM LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.