Data as of Q4 2025 (Dec 31, 2025)

Atlas FRM LLC

•CIK: 1879898•Filing: Q4 2025

**Atlas FRM LLC** manages $1.0B across a concentrated portfolio of 12 positions. The fund exhibits significant conviction in select names, with its top holding in SLVM representing $303.9M, accounting for nearly 30% of disclosed assets. Further substantial allocations include PKG at $204.2M and IP at $196.9M. This structure suggests a high-conviction, bottom-up approach targeting outsized returns within its chosen sectors.

Total AUM
$1.0B
QoQ Performance
+19.2%
Positions
12
Top 10 Concentration
98.8%
Latest Filing
Q4 2025

Top Holdings Allocation

SLVM
PKG
IP
SUZ
SEE
SLVM29.7%
PKG19.9%
IP19.2%
SUZ15.8%
SEE7.6%
MHK1.8%
FND1.7%
AMWD1.6%

📈 Biggest Buys

IP
INTERNATIONAL PAPER CO
+56.2%
19.2% of portfolio
PKG
PACKAGING CORP AMER
+44.5%
19.9% of portfolio
SEE
SEALED AIR CORP NEW
+36.4%
7.6% of portfolio
FND
FLOOR & DECOR HLDGS INC
NEW
1.7% of portfolio
FCFS
FIRSTCASH HOLDINGS INC
NEW
0.8% of portfolio

📉 Biggest Sells

MHK
MOHAWK INDS INC
-19.5%
1.8% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

ODP1
THE ODP CORP
SOLD
$21.9M

Changes from Q3 2025

NEW4 new positions
↑4 increased
↓1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SLVM29.7%
SYLVAMO CORP
$303.9M
PKG19.9%
PACKAGING CORP AMER
$204.2M
IP19.2%
INTERNATIONAL PAPER CO
$196.9M
SUZ15.8%
SUZANO S A
$161.8M
SEE7.6%
SEALED AIR CORP NEW
$77.9M

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