13F-HR filed by Atlas FRM LLC
Atlas FRM LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 25 holding rows worth $2,334,985,907.
- Accession
- 0001879898-26-000007
- Filer
- CIK 1879898
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 51 entries on the cover page, a total value of $2,334,985,907 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,334,985,907 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
- included managerAtlas Capital Resources GP V LLC028-26927
- included managerAtlas Capital GP V LP028-26926
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 |
|---|---|---|---|---|---|---|
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 9,840,000 | $374,904,000 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 1,532,500 | $365,164,100 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 1,510,000 | $251,701,900 | dollars as filed | |
| SYLVAMO CORP | 871332102 | COMMON STOCK | 6,312,454 | $238,610,761 | dollars as filed | |
| SUZANO S A SPON ADS | 86959K105 | ADR | 24,320,000 | $188,723,200 | dollars as filed | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 1,825,000 | $100,192,500 | dollars as filed | |
| APTARGROUP INC COM | 038336103 | Stock | 670,000 | $83,884,000 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 3,940,000 | $83,843,200 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 3,040,000 | $72,777,600 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 718,000 | $64,246,640 | dollars as filed | |
| LGI HOMES INC COM | 50187T106 | Stock | 967,000 | $61,578,560 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 270,000 | $58,406,400 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 930,000 | $55,204,800 | dollars as filed | |
| EZCORP INC | 302301106 | CL A NON VTG | 1,450,000 | $50,126,500 | dollars as filed | |
| WEST FRASER TIMBER CO LTD COM | 952845105 | Stock | 740,000 | $50,090,600 | dollars as filed | |
| SILGAN HLDGS INC | 827048109 | COM | 1,040,000 | $48,245,600 | dollars as filed | |
| MASTERBRAND INC | 57638P104 | COMMON STOCK | 4,624,400 | $47,585,076 | dollars as filed | |
| GREENBRIER COS INC | 393657101 | COM | 787,588 | $38,599,688 | dollars as filed | |
| BOISE CASCADE CO DEL | 09739D100 | COM | 445,000 | $34,545,350 | dollars as filed | |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 2,120,000 | $25,440,000 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 220,000 | $18,447,000 | dollars as filed | |
| JANUS INTERNATIONAL GROUP IN | 47103N106 | COMMON STOCK | 3,240,000 | $17,982,000 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 50,000 | $2,817,500 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 5,000 | $1,475,050 | dollars as filed | |
| MERCER INTL INC | 588056101 | COM | 596,791 | $393,882 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001879898-26-000007 | this filing | 2026-08-13 | acceptance time not in the bulk data set |