Q2 2026 13F · SEC CIK 1879898
Atlas FRM LLC
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $2.3B
- Reported positions
- 25
- Top holdings a year, 3 yrs
- +6.6%
- Assets under management
- $18.1B
Atlas FRM LLC is a hedge fund that reported 25 positions worth $2.3B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were International Paper Co (IP, 16.1%), Packaging Corp Amer (PKG, 15.6%), Waste Connections Inc (WCN, 10.8%). A portfolio copying its top holdings returned 6.6% a year over the last 3 years, against 20.4% for the S&P 500.
Atlas FRM LLC holdings all 25 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Atlas FRM LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- WCN Waste Connections Inc10.8% of 13F
- CX Cemex Sab de Cv Spon ADR New1.1% of 13F
- MTH Meritage Homes Corp (MTH)0.8% of 13F
- JBI Janus International Group in0.8% of 13F
- SON Sonoco Prods Co0.1% of 13F
- VMC Vulcan Matls Co0.1% of 13F
Added to
- WY Weyerhaeuser Company Com New REIT+1500.0% shares
- WFG West Fraser Timber Ltd+1221.4% shares
- BCC Boise Cascade Co Del+985.4% shares
- BLDR Builders Firstsource Inc+832.5% shares
- RYN Rayonier Incorporated REIT+720.8% shares
- MBC Masterbrand Inc Common Stock+255.7% shares
- GBX Greenbrier Cos Inc+215.6% shares
- ATR Aptargroup Inc+91.4% shares
Reduced
- MERC Mercer Intl Inc-81.1% shares
- FBHS Fortune Brands Innovations I-16.1% shares
Sold out
- HRL Hormel Foods Corpwas 4.2%
- MHK Mohawk Inds Incwas 1.1%
- AMWD American Woodmark Corpwas 0.8%
- XLP Select Sector Spdr Trwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -0.9% /yr
- S&P 500 +20.1%
- 3 years
- +6.6% /yr
- S&P 500 +20.4%
- 5 years
- +2.4% /yr
- S&P 500 +15.9%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $2.3B | 25 |
| Q1 2026 | $1.5B | 23 |
| Q4 2025 | $1.0B | 12 |
| Q3 2025 | $858.8M | 9 |
| Q2 2025 | $858.8M | 9 |
| Q1 2025 | $933.1M | 9 |
| Q4 2024 | $1.1B | 10 |
| Q3 2024 | $1.0B | 8 |
| Q2 2024 | $754.6M | 7 |
| Q1 2024 | $739.9M | 7 |
| Q4 2023 | $580.4M | 10 |
| Q3 2023 | $605.5M | 11 |
Questions about Atlas FRM LLC's portfolio
What stocks does Atlas FRM LLC own?
Atlas FRM LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 25 positions worth $2.3B. The largest are International Paper Co (IP) at 16.1%, Packaging Corp Amer (PKG) at 15.6%, Waste Connections Inc (WCN) at 10.8%, Sylvamo Corp (SLVM) at 10.2% and Suzano S A (SUZ) at 8.1%.
What did Atlas FRM LLC buy last quarter?
In Q2 2026, Atlas FRM LLC added a new position in Waste Connections Inc (WCN), a new position in Cemex Sab de Cv Spon ADR New (CX), a new position in Meritage Homes Corp (MTH) (MTH), a new position in Janus International Group in (JBI), a new position in Sonoco Prods Co (SON), Weyerhaeuser Company Com New REIT (WY) (+1500.0% shares), West Fraser Timber Ltd (WFG) (+1221.4% shares) and Boise Cascade Co Del (BCC) (+985.4% shares), compared with its Q1 2026 filing.
What did Atlas FRM LLC sell last quarter?
In Q2 2026, Atlas FRM LLC sold all of Hormel Foods Corp (HRL), sold all of Mohawk Inds Inc (MHK), sold all of American Woodmark Corp (AMWD), sold all of Select Sector Spdr Tr (XLP), Mercer Intl Inc (MERC) (-81.1% shares) and Fortune Brands Innovations I (FBHS) (-16.1% shares), compared with its Q1 2026 filing.
How has Atlas FRM LLC's portfolio performed?
A portfolio copying Atlas FRM LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -0.9% against +20.1%. Over 5 years: +2.4% a year against +15.9%.
When is Atlas FRM LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Atlas FRM LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Atlas FRM LLC manage?
Atlas FRM LLC reported $18.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.3B.