13F-HR filed by Atlas FRM LLC
Atlas FRM LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-12, with 12 holding rows worth $1,023,828,565.
- Accession
- 0001879898-26-000002
- Filer
- CIK 1879898
- Filed
- 2026-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 17 entries on the cover page, a total value of $1,023,828,565 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,023,828,565 with VALUE read as dollars as filed, 13F file number 028-22368. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerAtlas Capital Resources GP III LLC028-22370
- included managerAtlas Capital GP III LP028-22369
- included managerAtlas Capital Resources GP IV LLC028-23707
- included managerAtlas Capital GP IV LP028-23704
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SYLVAMO CORP | 871332102 | COMMON STOCK | 6,312,454 | $303,944,660 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 990,000 | $204,167,700 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 5,000,000 | $196,950,000 | dollars as filed | |
| SUZANO S A SPON ADS | 86959K105 | ADR | 17,320,000 | $161,768,800 | dollars as filed | |
| SEALED AIR CORP NEW | 81211K100 | COM | 1,880,500 | $77,909,115 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 165,000 | $18,034,500 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 291,000 | $17,718,990 | dollars as filed | |
| AMERICAN WOODMARK CORP | 030506109 | COM | 296,000 | $15,954,400 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 50,000 | $7,969,000 | dollars as filed | |
| SILGAN HLDGS INC | 827048109 | COM | 170,000 | $6,862,900 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 325,000 | $6,311,500 | dollars as filed | |
| MERCER INTL INC | 588056101 | COM | 3,150,000 | $6,237,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001879898-26-000002 | this filing | 2026-02-12 | acceptance time not in the bulk data set |