Atlas FRM LLC — 13F holdings

Atlas FRM LLC reported 51 holdings worth $2.33B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. IP INTERNATIONAL PAPER CO — $375M (16.1%)
2. PKG PACKAGING CORP AMER — $365M (15.6%)
3. WCN Waste Connections Inc — $252M (10.8%)
4. SLVM SYLVAMO CORP — $239M (10.2%)
5. SUZ SUZANO S A — $189M (8.1%)
6. FBIN FORTUNE BRANDS INNOVATIONS I — $100M (4.3%)
7. ATR APTARGROUP INC — $83.9M (3.6%)
8. RYN RAYONIER INC — $83.8M (3.6%)
9. WY WEYERHAEUSER CO MTN BE — $72.8M (3.1%)
10. BLDR BUILDERS FIRSTSOURCE INC — $64.2M (2.8%)