13F HOLDINGS REPORT
Atlas FRM LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001879898-26-000002
Total Value
$1.02B
Positions
17
Other Managers
4
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 6,312,454 | $303.9M | 29.69% |
| 2 | PACKAGING CORP AMER | 695156109 | 633,639 | $130.7M | 12.76% |
| 3 | INTERNATIONAL PAPER CO | 460146103 | 3,225,000 | $127.0M | 12.41% |
| 4 | SUZANO S A | SUZ | 11,120,000 | $103.9M | 10.14% |
| 5 | PACKAGING CORP AMER | 695156109 | 356,361 | $73.5M | 7.18% |
| 6 | INTERNATIONAL PAPER CO | 460146103 | 1,775,000 | $69.9M | 6.83% |
| 7 | SEALED AIR CORP NEW | SE | 1,422,617 | $58.9M | 5.76% |
| 8 | SUZANO S A | SUZ | 6,200,000 | $57.9M | 5.66% |
| 9 | SEALED AIR CORP NEW | SE | 457,883 | $19.0M | 1.85% |
| 10 | MOHAWK INDS INC | 608190104 | 165,000 | $18.0M | 1.76% |
| 11 | FLOOR & DECOR HLDGS INC | FND | 291,000 | $17.7M | 1.73% |
| 12 | AMERICAN WOODMARK CORPORATIO | AMWD | 296,000 | $16.0M | 1.56% |
| 13 | FIRSTCASH HOLDINGS INC | FCFS | 50,000 | $8.0M | 0.78% |
| 14 | SILGAN HOLDINGS INC | SLGN | 170,000 | $6.9M | 0.67% |
| 15 | EZCORP INC | EZPW | 325,000 | $6.3M | 0.62% |
| 16 | MERCER INTL INC | 588056101 | 2,045,023 | $4.0M | 0.40% |
| 17 | MERCER INTL INC | 588056101 | 1,104,977 | $2.2M | 0.21% |