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Atlas FRM LLC

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13F filer, CIK 1879898, GREENWICH, CT

Atlas FRM LLC reported $1,527,298,574 across 23 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 90.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001879898-26-000005

Period
2026-03-31
Reported value
$1.53B
Holdings
23
Top 10 weight
90.36%
New
12
Sold out
1

Part of the filer group Atlas FRM LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PKGadded+542,500$115M
IPadded+2,590,000$92.5M
FBINnew+2,175,000$84.8M
HRLnew+2,825,000$64M
ATRnew+350,000$44.1M

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
SEEexited-1,880,500-$77.9M

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, Q1 2026

Share positions as resolved from 13F-HR 0001879898-26-000005, largest first. % of portfolio is the value over $1,527,298,574, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,532,500 shares 1,532,500$325M21.29%+542,500Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,590,000 shares 7,590,000$271M17.74%+2,590,000Timeline
SLVMSYLVAMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,312,454 shares 6,312,454$267M17.46%0Timeline
SUZSUZANO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,120,000 shares 19,120,000$191M12.53%+1,800,000Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,175,000 shares 2,175,000$84.8M5.55%newTimeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,825,000 shares 2,825,000$64M4.19%newTimeline
FCFSFIRSTCASH HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 270,000 shares 270,000$50.8M3.32%+220,000Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291,000 shares; 2026Q1: 894,000 shares 894,000$45.4M2.97%+603,000Timeline
ATRAPTARGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350,000 shares 350,000$44.1M2.89%newTimeline
EZPWEZCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325,000 shares; 2026Q1: 1,450,000 shares 1,450,000$36.8M2.41%+1,125,000Timeline
SLGNSILGAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,000 shares; 2026Q1: 870,000 shares 870,000$33.8M2.21%+700,000Timeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640,000 shares 640,000$25.3M1.66%newTimeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 165,000 shares 165,000$16.2M1.06%0Timeline
GBXGREENBRIER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249,561 shares 249,561$13.1M0.86%newTimeline
AMWDAMERICAN WOODMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 296,000 shares 296,000$11.8M0.77%0Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300,000 shares 1,300,000$10.8M0.71%newTimeline
RYNRAYONIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480,000 shares 480,000$9.9M0.65%newTimeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,000 shares 77,000$6.34M0.42%newTimeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190,000 shares 190,000$4.64M0.3%newTimeline
MERCMERCER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,150,000 shares 3,150,000$4.47M0.29%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000$4.1M0.27%newTimeline
WFGWEST FRASER TIMBER CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,000 shares 56,000$3.66M0.24%newTimeline
BCCBOISE CASCADE CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,000 shares 41,000$3.11M0.2%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SEESEALED AIR CORP NEW1,880,500$77.9Mshares

How Q1 2026 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 0001879898-26-000005 base2026-05-14acceptance time not in the bulk data set