The Analysis of Atlas FRM LLC's Holdings

Currently, Atlas FRM LLC holds 12 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in IP (+1.8M shares, valued at $70.9M), PKG (+305.0K shares, valued at $62.9M), SEE (+501.5K shares, valued at $20.8M); decreased their positions in MHK (-40.0K shares, valued at $4.4M); initiated new positions in FND (+291.0K shares, valued at $17.7M), FCFS (+50.0K shares, valued at $8.0M), SLGN (+170.0K shares, valued at $6.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SLVM SYLVAMO CORP6.3M shares0.00%2025-12-312026-02-12

PKG PACKAGING CORP AMER990.0K shares44.53%2025-12-312026-02-12

IP INTERNATIONAL PAPER CO5.0M shares56.25%2025-12-312026-02-12

SUZ SUZANO S A17.3M shares0.00%2025-12-312026-02-12

SEE SEALED AIR CORP NEW1.9M shares36.37%2025-12-312026-02-12

MHK MOHAWK INDS INC165.0K shares-19.51%2025-12-312026-02-12

FND FLOOR & DECOR HLDGS INC291.0K sharesnew addition2025-12-312026-02-12

AMWD AMERICAN WOODMARK CORPORATIO296.0K shares51.79%2025-12-312026-02-12

Sponsored

FCFS FIRSTCASH HOLDINGS INC50.0K sharesnew addition2025-12-312026-02-12

SLGN SILGAN HOLDINGS INC170.0K sharesnew addition2025-12-312026-02-12

EZPW EZCORP INC325.0K sharesnew addition2025-12-312026-02-12

MERC MERCER INTL INC3.1M shares0.00%2025-12-312026-02-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available