Institutional Fund
Atlas Frm LLC
Greenwich, CTCIK 18798985 filings on record
Portfolio Value
$1.53B
Q1 2026
Holdings
23
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+49.2%
from $1.02B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Packaging Corp Amer21.3%
- International Paper Co17.7%
- Sylvamo Corp17.5%
- Suzano S A12.5%
- Fortune Brands Innovations I5.5%
- Hormel Foods Corp4.2%
- Other21.2%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Packaging Corp Amer | 1.53M | $325.23M | 21.3% | +542.5K | Added |
| 2 | International Paper Co | 7.59M | $270.96M | 17.7% | +2.59M | Added |
| 3 | Sylvamo Corp | 6.31M | $266.64M | 17.5% | 0 | Held |
| 4 | Suzano S A | 19.12M | $191.39M | 12.5% | +1.80M | Added |
| 5 | Fortune Brands Innovations I | 2.17M | $84.76M | 5.5% | +2.17M | New |
| 6 | Hormel Foods Corp | 2.83M | $63.99M | 4.2% | +2.83M | New |
| 7 | Firstcash Holdings Inc | 270.0K | $50.76M | 3.3% | +220.0K | Added |
| 8 | Floor & Decor Hldgs Inc | 894.0K | $45.42M | 3.0% | +603.0K | Added |
| 9 | Aptargroup Inc | 350.0K | $44.11M | 2.9% | +350.0K | New |
| 10 | Ezcorp Inc | 1.45M | $36.80M | 2.4% | +1.13M | Added |
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