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Atlas FRM LLC
institutioneller Anleger · Portfolio $2.33 Mrd. · 51 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 13.08.2026; Veränderung – ggü. 31.03.2026 · 29
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| International Paper Company US:IP | 9 840 000 | $375 Mio. | 16.06% | +2 250 000 |
| Packaging Corp of America US:PKG | 1 532 500 | $365 Mio. | 15.64% | — |
| Waste Connections Inc US:WCN | 1 510 000 | $252 Mio. | 10.78% | neu |
| Sylvamo Corp US:SLVM | 6 312 454 | $239 Mio. | 10.22% | — |
| Suzano S.A. US:SUZ | 24 320 000 | $189 Mio. | 8.08% | +5 200 000 |
| Fortune Brands Innovations I… US:FBIN | 1 825 000 | $100 Mio. | 4.29% | −350 000 |
| AptarGroup Inc US:ATR | 670 000 | $83.9 Mio. | 3.59% | +320 000 |
| Rayonier Inc US:RYN | 3 940 000 | $83.8 Mio. | 3.59% | +3 460 000 |
| WEYERHAEUSER CO US:WY | 3 040 000 | $72.8 Mio. | 3.12% | +2 850 000 |
| Builders FirstSource Inc US:BLDR | 718 000 | $64.2 Mio. | 2.75% | +641 000 |
| LGI Homes US:LGIH | 967 000 | $61.6 Mio. | 2.64% | +327 000 |
| FirstCash Inc US:FCFS | 270 000 | $58.4 Mio. | 2.50% | — |
| Floor & Decor Holdings Inc US:FND | 930 000 | $55.2 Mio. | 2.36% | +36 000 |
| EZCORP Inc US:EZPW | 1 450 000 | $50.1 Mio. | 2.15% | — |
| West Fraser Timber Co Ltd US:WFG | 740 000 | $50.1 Mio. | 2.15% | +684 000 |
| Silgan Holdings Inc US:SLGN | 1 040 000 | $48.2 Mio. | 2.07% | +170 000 |
| MasterBrand, Inc. US:MBC | 4 624 400 | $47.6 Mio. | 2.04% | +3 324 400 |
| Greenbrier Companies Inc US:GBX | 787 588 | $38.6 Mio. | 1.65% | +538 027 |
| Boise Cascad Llc US:BCC | 445 000 | $34.5 Mio. | 1.48% | +404 000 |
| CEMEX S.A.B. de C.V. US:CX | 2 120 000 | $25.4 Mio. | 1.09% | neu |
| Meritage Corporation US:MTH | 220 000 | $18.4 Mio. | 0.79% | neu |
| Janus International Group, I… US:JBI | 3 240 000 | $18.0 Mio. | 0.77% | neu |
| Sonoco Products Company US:SON | 50 000 | $2.82 Mio. | 0.12% | neu |
| Vulcan Materials Company US:VMC | 5 000 | $1.48 Mio. | 0.06% | neu |
| Mercer International Inc US:MERC | 596 791 | $394 Tsd. | 0.02% | −2 553 209 |
| AMERICAN WOODMARK CORP CUSIP 030506109 | 0 (war 296 000) | — | — | verkauft |
| Hormel Foods Corporation US:HRL | 0 (war 2 825 000) | — | — | verkauft |
| Mohawk Industries Inc US:MHK | 0 (war 165 000) | — | — | verkauft |
| Consumer Staples Select Sect… US:XLP · ETF | 0 (war 50 000) | — | — | verkauft |
In Unternehmen Unserer Datenbank 1
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| LGI Homes | 4.16% | 967 000 | 2026-06-30 |
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