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Atlas FRM LLC

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13F filer, CIK 1879898, GREENWICH, CT

Atlas FRM LLC reported $1,023,828,565 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 98.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001879898-26-000002

Period
2025-12-31
Reported value
$1.02B
Holdings
12
Top 10 weight
98.77%
New
4
Sold out
1

Part of the filer group Atlas FRM LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IPadded+1,800,000$70.9M
PKGadded+305,000$62.9M
SEEadded+501,500$20.8M
FNDnew+291,000$17.7M
FCFSnew+50,000$7.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ODPexited-785,213-$21.9M
MHKreduced-40,000-$4.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001879898-26-000002, largest first. % of portfolio is the value over $1,023,828,565, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312,454 shares; 2024Q4: 6,312,454 shares; 2025Q1: 6,312,454 shares; 2025Q2: 6,312,454 shares; 2025Q3: 6,312,454 shares; 2025Q4: 6,312,454 shares 6,312,454$304M29.69%0Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,000 shares; 2024Q4: 280,000 shares; 2025Q1: 335,000 shares; 2025Q2: 535,000 shares; 2025Q3: 685,000 shares; 2025Q4: 990,000 shares 990,000$204M19.94%+305,000Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400,000 shares; 2024Q4: 3,350,000 shares; 2025Q1: 3,200,000 shares; 2025Q2: 3,200,000 shares; 2025Q3: 3,200,000 shares; 2025Q4: 5,000,000 shares 5,000,000$197M19.24%+1,800,000Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,320,000 shares; 2024Q4: 17,320,000 shares; 2025Q1: 17,320,000 shares; 2025Q2: 17,320,000 shares; 2025Q3: 17,320,000 shares; 2025Q4: 17,320,000 shares 17,320,000$162M15.8%0Timeline
SEESEALED AIR CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,000 shares; 2024Q4: 760,000 shares; 2025Q1: 570,000 shares; 2025Q2: 980,000 shares; 2025Q3: 1,379,000 shares; 2025Q4: 1,880,500 shares 1,880,500$77.9M7.61%+501,500Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,000 shares; 2024Q4: 405,000 shares; 2025Q1: 475,000 shares; 2025Q2: 608,000 shares; 2025Q3: 205,000 shares; 2025Q4: 165,000 shares 165,000$18M1.76%-40,000Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291,000 shares 291,000$17.7M1.73%newTimeline
AMWDAMERICAN WOODMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,000 shares; 2025Q1: 177,000 shares; 2025Q2: 177,000 shares; 2025Q3: 195,000 shares; 2025Q4: 296,000 shares 296,000$16M1.56%+101,000Timeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000$7.97M0.78%newTimeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,000 shares 170,000$6.86M0.67%newTimeline
EZPWEZCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325,000 shares 325,000$6.31M0.62%newTimeline
MERCMERCER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150,000 shares; 2024Q4: 3,150,000 shares; 2025Q1: 3,150,000 shares; 2025Q2: 3,150,000 shares; 2025Q3: 3,150,000 shares; 2025Q4: 3,150,000 shares 3,150,000$6.24M0.61%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ODPTHE ODP CORP785,213$21.9Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001879898-26-000002 base2026-02-12acceptance time not in the bulk data set