Atlas Frm
$2.3B 13F equity value
29 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Atlas Frm covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IP | INTERNATIONAL PAPER CO | 9,840,000 | $375M | 16.1% |
| PKG | PACKAGING CORP OF AMERICA | 1,532,500 | $365M | 15.6% |
| WCN | WASTE CONNECTIONS INC | 1,510,000 | $252M | 10.8% |
| SLVM | SYLVAMO CORP | 6,312,454 | $239M | 10.2% |
| SUZ | SUZANO SA - ADR | 24,320,000 | $189M | 8.1% |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | 1,825,000 | $100M | 4.3% |
| ATR | APTARGROUP INC | 670,000 | $84M | 3.6% |
| RYN | Rayonier Inc | 3,940,000 | $84M | 3.6% |
| WY | Weyerhaeuser Co | 3,040,000 | $73M | 3.1% |
| BLDR | Builders FirstSource Inc | 718,000 | $64M | 2.8% |
Track Atlas Frm's 13F portfolio: $2.3B in reported holdings, 29 positions. Top holdings and quarterly changes on SentiSense.
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