This page tracks Atlas FRM LLC’s institutional portfolio moves as disclosed in its SEC Form 13F filings, updated every quarter as new filings become public. Rather than a one-time snapshot, it’s built as a running record of what the fund has been buying, trimming, and exiting over time, similar to how investors follow well-known 13F filers to see how their holdings shift quarter by quarter. Below you’ll find the latest disclosed activity, with each update building on the ones before it so you can watch the fund’s positioning evolve.
Keep in mind that Form 13F data reflects a quarterly snapshot of holdings rather than exact trade dates, so all moves below are described as occurring during the quarter ending 2026-03-31, without implying a specific transaction date.
New Positions Opened
During the quarter ending 2026-03-31, Atlas FRM LLC opened several new positions. The largest new stakes were in Fortune Brands Innovations I, worth $49,686,750, and Aptargroup Inc (ATR), worth $44,107,000. The fund also started positions in LGI Homes Inc (LGIH) at $25,299,200, Hormel Foods Corp at $13,590,000, Greenbrier Cos Inc at $13,139,387, Masterbrand Inc (MBC) at $10,803,000, and Rayonier Inc (RYN) at $9,072,800. Smaller new positions were established in Builders Firstsource Inc (BLDR) at $5,927,760, Weyerhaeuser Co (WY) at $4,153,100, Select Sector SPDR Tr at $4,099,000, and West Fraser Timber Ltd (WFG) at $3,199,210.
Position Adjustments and Exits
Among existing holdings, Firstcash Holdings Inc (FCFS) saw the largest percentage increase, up 395% from $7,969,000 to $39,480,000, followed by Ezcorp Inc (EZPW), up 352% from $6,311,500 to $28,552,500. Silgan Hldgs Inc (SLGN) rose 81%, from $6,862,900 to $12,416,000, while Suzano S A (SUZ) increased 7%, from $57,908,000 to $62,062,000.
On the reduction side, Floor & Decor Hldgs Inc (FND) was cut by 59%, from $17,718,990 to $7,315,200. American Woodmark Corp was trimmed 26%, from $15,954,400 to $11,789,680, and Sylvamo Corp (SLVM) was reduced 12%, from $303,944,660 to $266,638,057, while remaining the fund’s largest disclosed position. International Paper Co (IP) was reduced by a smaller 7%, from $69,917,250 to $64,795,500. Atlas FRM LLC fully exited its position in Sealed Air Corp New, previously worth $18,970,093.
This profile will continue to be updated each quarter as new 13F filings are released, adding fresh moves alongside this history so readers can track how Atlas FRM LLC’s portfolio changes over time. The information here is provided for informational and tracking purposes only and should not be read as investment advice or a recommendation to buy or sell any security.
Source: SEC Form 13F filings. This page updates every quarter.