Atlas FRM LLC: 13F holdings
CIK 18798982026Q2
| Positions | 25 |
|---|---|
| Reported value | $2.3bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IP INTERNATIONAL PAPER CO | 9,840,000 | $374.9m | 16.1% |
| PKG PACKAGING CORP OF AMERICA | 1,532,500 | $365.2m | 15.6% |
| WCN WASTE CONNECTIONS INC | 1,510,000 | $251.7m | 10.8% |
| SLVM SYLVAMO CORP | 6,312,454 | $238.6m | 10.2% |
| SUZ SUZANO SA - ADR | 24,320,000 | $188.7m | 8.1% |
| FBIN FORTUNE BRANDS INNOVATIONS INC | 1,825,000 | $100.2m | 4.3% |
| ATR APTARGROUP INC | 670,000 | $83.9m | 3.6% |
| RYN Rayonier Inc | 3,940,000 | $83.8m | 3.6% |
| WY Weyerhaeuser Co | 3,040,000 | $72.8m | 3.1% |
| BLDR Builders FirstSource Inc | 718,000 | $64.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1879898")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.