Atlas FRM LLC
CIK 1879898
13F filing for Q2 2026・No. 1,497
- Holdings
- US$2.33B
- Quarter change
- +US$807.69M
- Entries
- 51
- Net bought (estimate)
- +US$735.28M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 4
- Cut 2
- Added 13
- Corporate actions 0
- Unchanged 4
Largest holdings
25 stocks worth US$2.33B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IPINTERNATIONAL PAPER COCOM | Added | 9,840,000 | US$374.9M | 16.06% |
| PKGPACKAGING CORP OF AMERICACOM | Unchanged | 1,532,500 | US$365.16M | 15.64% |
| WCNWASTE CONNECTIONS INCCOM | New | 1,510,000 | US$251.7M | 10.78% |
| SYLVAMO CORPCOMMON STOCK | Unchanged | 6,312,454 | US$238.61M | 10.22% |
| SUZANO SA - ADRSPON ADS | Added | 24,320,000 | US$188.72M | 8.08% |
| FBINFORTUNE BRANDS INNOVATIONS INCCOM | Cut | 1,825,000 | US$100.19M | 4.29% |
| ATRAPTARGROUP INCCOM | Added | 670,000 | US$83.88M | 3.59% |
| RYNRayonier IncCOM | Added | 3,940,000 | US$83.84M | 3.59% |
| WYWeyerhaeuser CoCOM NEW | Added | 3,040,000 | US$72.78M | 3.12% |
| BLDRBuilders FirstSource IncCOM | Added | 718,000 | US$64.25M | 2.75% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.