Atlas FRM LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AF Atlas FRM LLC | Institutional Filer | ▲ 49.18% | $1.53B | 23 |
Current Portfolio Holdings
Showing all 23 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PKG | Packaging Corporation of America | Consumer Cyclical | 1.5M | $325.2M | 21.29% |
| 2 | IP | International Paper Company | Consumer Cyclical | 7.6M | $271.0M | 17.74% |
| 3 | SLVM | Sylvamo Corporation | Basic Materials | 6.3M | $266.6M | 17.46% |
| 4 | SUZ | Suzano S.A. | Basic Materials | 19.1M | $191.4M | 12.53% |
| 5 | FBIN | Fortune Brands Innovations, Inc. | Industrials | 2.2M | $84.8M | 5.55% |
| 6 | HRL | Hormel Foods Corporation | Consumer Defensive | 2.8M | $64.0M | 4.19% |
| 7 | FCFS | FirstCash Holdings, Inc | Financial Services | 270K | $50.8M | 3.32% |
| 8 | FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | 894K | $45.4M | 2.97% |
| 9 | ATR | AptarGroup, Inc. | Healthcare | 350K | $44.1M | 2.89% |
| 10 | EZPW | EZCORP, Inc. | Financial Services | 1.4M | $36.8M | 2.41% |
| 11 | SLGN | Silgan Holdings Inc. | Consumer Cyclical | 870K | $33.8M | 2.21% |
| 12 | LGIH | LGI Homes, Inc. | Consumer Cyclical | 640K | $25.3M | 1.66% |
| 13 | MHK | Mohawk Industries, Inc. | Consumer Cyclical | 165K | $16.2M | 1.06% |
| 14 | GBX | The Greenbrier Companies, Inc. | Industrials | 250K | $13.1M | 0.86% |
| 15 | AMWD | American Woodmark Corporation | Consumer Cyclical | 296K | $11.8M | 0.77% |
Showing 1 to 15 of 23 holdings