Atlas Frm
$1.5B Assets Reported
24 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PKG | PACKAGING CORP AMER | 1,532,500 | $325M | 21.3% |
| IP | INTERNATIONAL PAPER CO | 7,590,000 | $271M | 17.7% |
| SLVM | SYLVAMO CORP | 6,312,454 | $267M | 17.5% |
| SUZ | SUZANO S A | 19,120,000 | $191M | 12.5% |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 2,175,000 | $85M | 5.5% |
| HRL | HORMEL FOODS CORP | 2,825,000 | $64M | 4.2% |
| FCFS | FIRSTCASH HOLDINGS INC | 270,000 | $51M | 3.3% |
| FND | FLOOR & DECOR HLDGS INC | 894,000 | $45M | 3.0% |
| ATR | APTARGROUP INC | 350,000 | $44M | 2.9% |
| EZPW | EZCORP INC | 1,450,000 | $37M | 2.4% |
Track Atlas Frm's 13F portfolio: $1.5B in reported holdings, 24 positions. Top holdings, AUM, and quarterly changes on SentiSense.