Atlas FRM LLC
CIK 0001879898 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.33B
2026 Q2
Positions
25
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
78.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IP
INTERNATIONAL PAPER CO
16.1%
PKG
PACKAGING CORP OF AMERICA
15.6%
WCN
WASTE CONNECTIONS INC
10.8%
SLVM
SYLVAMO CORP
10.2%
SUZ
SUZANO SA - ADR
8.1%
FBIN
FORTUNE BRANDS INNOVATIONS INC
4.3%
ATR
APTARGROUP INC
3.6%
RYN
Rayonier Inc
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.