Atlas FRM LLC
Net buyer this quarter
$2.33B
25
+$729M
78.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IP | $375M | 16.06% | 1.57% | +29.6% | Q4 2021 |
 PKG | $365M | 15.64% | 1.72% | Not reported | Q3 2022 |
 WCN | $252M | 10.78% | 0.60% | New | Q2 2026 |
 SLVM | $239M | 10.22% | 15.86% | Not reported | Q4 2021 |
 SUZ | $189M | 8.08% | 1.92% | +27.2% | Q2 2023 |
 FBIN | $100M | 4.29% | 1.53% | -16.1% | Q1 2026 |
 ATR | $83.9M | 3.59% | 1.05% | +91.4% | Q4 2023 |
 RYN | $83.8M | 3.59% | 1.32% | +720.8% | Q1 2026 |
 WY | $72.8M | 3.12% | 0.42% | +1500.0% | Q1 2026 |
 BLDR | $64.2M | 2.75% | 0.67% | +832.5% | Q1 2026 |
 LGIH | $61.6M | 2.64% | 4.16% | +51.1% | Q1 2026 |
 FCFS | $58.4M | 2.50% | 0.62% | Not reported | Q4 2025 |
 FND | $55.2M | 2.36% | 0.87% | +4.0% | Q4 2025 |
 EZPW | $50.1M | 2.15% | Not reported | Not reported | Q4 2025 |
 WFG | $50.1M | 2.15% | Not reported | +1221.4% | Q1 2026 |
 SLGN | $48.2M | 2.07% | 0.98% | +19.5% | Q4 2025 |
 MBC | $47.6M | 2.04% | 2.27% | +255.7% | Q1 2026 |
 GBX | $38.6M | 1.65% | 2.55% | +215.6% | Q1 2026 |
 BCC | $34.5M | 1.48% | 1.26% | +985.4% | Q1 2026 |
 CX | $25.4M | 1.09% | 0.01% | New | Q2 2026 |
 MTH | $18.4M | 0.79% | 0.34% | New | Q2 2026 |
 JBI | $18M | 0.77% | 2.38% | New | Q2 2026 |
 SON | $2.82M | 0.12% | 0.05% | New | Q2 2026 |
 VMC | $1.48M | 0.06% | 0.00% | New | Q2 2026 |
 MERC | $394K | 0.02% | 0.89% | -81.1% | Q3 2022 |
| Q1 2026 | |||||
| PKG | $325M | 21.29% | 0.00% | +54.8% | Q3 2022 |
| IP | $271M | 17.74% | 1.21% | +51.8% | Q4 2021 |
| SLVM | $267M | 17.46% | 15.90% | Not reported | Q4 2021 |
| SUZ | $191M | 12.53% | 1.51% | +10.4% | Q2 2023 |
| FBIN | $84.8M | 5.55% | 1.81% | New | Q1 2026 |
 HRL | $64M | 4.19% | Not reported | New | Q1 2026 |
| FCFS | $50.8M | 3.32% | 0.61% | +440.0% | Q4 2025 |
| FND | $45.4M | 2.97% | 0.83% | +207.2% | Q4 2025 |
| ATR | $44.1M | 2.89% | 0.54% | Not reported | Q4 2023 |
| EZPW | $36.8M | 2.41% | Not reported | +346.2% | Q4 2025 |
| SLGN | $33.8M | 2.21% | 0.83% | +411.8% | Q4 2025 |
| LGIH | $25.3M | 1.66% | 2.75% | New | Q1 2026 |
 MHK | $16.2M | 1.06% | 0.27% | Not reported | Q3 2024 |
| GBX | $13.1M | 0.86% | 0.81% | New | Q1 2026 |
| AMWD | $11.8M | 0.77% | 2.03% | Not reported | Q4 2024 |
| MBC | $10.8M | 0.71% | 1.02% | New | Q1 2026 |
| RYN | $9.9M | 0.65% | 0.16% | New | Q1 2026 |
| BLDR | $6.34M | 0.42% | 0.07% | New | Q1 2026 |
| WY | $4.64M | 0.30% | 0.03% | New | Q1 2026 |
| MERC | $4.47M | 0.29% | 4.70% | Not reported | Q3 2022 |
| WFG | $3.66M | 0.24% | Not reported | New | Q1 2026 |
| BCC | $3.11M | 0.20% | 0.11% | New | Q1 2026 |
| Q4 2025 | |||||
| SLVM | $304M | 29.69% | 16.02% | Not reported | Q4 2021 |
| PKG | $204M | 19.94% | 1.10% | +44.5% | Q3 2022 |
| IP | $197M | 19.24% | 0.80% | +56.3% | Q4 2021 |
| SUZ | $162M | 15.80% | 1.37% | Not reported | Q2 2023 |
| SEE | $77.9M | 7.61% | 1.28% | +36.4% | Q3 2024 |
| MHK | $18M | 1.76% | 0.27% | -19.5% | Q3 2024 |
| FND | $17.7M | 1.73% | 0.27% | New | Q4 2025 |
| AMWD | $16M | 1.56% | 2.03% | +51.8% | Q4 2024 |
| FCFS | $7.97M | 0.78% | 0.11% | New | Q4 2025 |
| SLGN | $6.86M | 0.67% | 0.16% | New | Q4 2025 |
| EZPW | $6.31M | 0.62% | Not reported | New | Q4 2025 |
| MERC | $6.24M | 0.61% | 4.70% | Not reported | Q3 2022 |
| Q3 2025 | |||||
| SLVM | $279M | 32.50% | 16.02% | Not reported | Q4 2021 |
| SUZ | $163M | 18.96% | 1.37% | Not reported | Q2 2023 |
| PKG | $149M | 17.38% | 0.76% | +28.0% | Q3 2022 |
| IP | $148M | 17.29% | 0.51% | Not reported | Q4 2021 |
| SEE | $48.7M | 5.68% | 0.94% | +40.7% | Q3 2024 |
| MHK | $26.4M | 3.08% | 0.33% | -66.3% | Q3 2024 |
| AMWD | $13M | 1.52% | 1.34% | +10.2% | Q4 2024 |
| MERC | $9.07M | 1.06% | 4.70% | Not reported | Q3 2022 |