Atlas FRM LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Atlas FRM LLC held in its portfolio 12 assets valued at $1,023,828,565 (i.e. $1.02B).

The most valuable assets in the portfolio included: SYLVAMO CORP ($303.95M), PACKAGING CORP AMER ($204.17M), and INTERNATIONAL PAPER CO ($196.95M).

The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Atlas FRM LLC Portfolio

SYLVAMO CORP

PACKAGING CORP AMER

INTERNATIONAL PAPER CO

SUZANO S A

SEALED AIR CORP NEW

MOHAWK INDS INC

FLOOR & DECOR HLDGS INC

AMERICAN WOODMARK CORPORATIO

FIRSTCASH HOLDINGS INC

SILGAN HOLDINGS INC

Atlas FRM LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SYLVAMO CORP	6312454	303944660	COMMON STOCK
PACKAGING CORP AMER	990000	204167700	COM
INTERNATIONAL PAPER CO	5000000	196950000	COM
SUZANO S A	17320000	161768800	SPON ADS
SEALED AIR CORP NEW	1880500	77909115	COM
MOHAWK INDS INC	165000	18034500	COM
FLOOR & DECOR HLDGS INC	291000	17718990	CL A
AMERICAN WOODMARK CORPORATIO	296000	15954400	COM
FIRSTCASH HOLDINGS INC	50000	7969000	COM
SILGAN HOLDINGS INC	170000	6862900	COM
EZCORP INC	325000	6311500	CL A NON VTG
MERCER INTL INC	3150000	6237000	COM