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Disclosery

Atlas FRM LLC: PKG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlas FRM LLC on PKG, newest first. How the timeline and the estimate are built.

Atlas FRM LLC held 1,532,500 PKG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,532,500 shares
    Change vs previous 13F 0 shares

    15.64% of the 13F portfolio, value $365,164,100.

    13F-HR 0001879898-26-000007 filed by Atlas FRM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,532,500 shares
    Change vs previous 13F +542,500 shares

    21.29% of the 13F portfolio, value $325,227,150.

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

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 990,000 shares
    Change vs previous 13F +305,000 shares

    19.94% of the 13F portfolio, value $204,167,700.

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

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 685,000 shares
    Change vs previous 13F +150,000 shares

    17.38% of the 13F portfolio, value $149,282,050.

    13F-HR 0001879898-25-000015 filed by Atlas FRM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 535,000 shares
    Change vs previous 13F +200,000 shares

    11.74% of the 13F portfolio, value $100,820,750.

    13F-HR 0001879898-25-000006 filed by Atlas FRM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 335,000 shares
    Change vs previous 13F +55,000 shares

    7.11% of the 13F portfolio, value $66,336,700.

    13F-HR 0000899140-25-000698 filed by Atlas FRM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 280,000 shares
    Change vs previous 13F +20,000 shares

    5.95% of the 13F portfolio, value $63,036,400.

    13F-HR 0000899140-25-000326 filed by Atlas FRM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 260,000 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $56,004,000.

    13F-HR 0000899140-24-001199 filed by Atlas FRM LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).