DOSSIER · 13F-HR · Q1 2026

Atlas FRM LLC

Atlas FRM's family office based in Chicago, IL $1.5B in tracked AUM across 41 positions as of Q1 2026.

AF
Atlas FRM·Chicago, IL·Family Office
CIK 0001879898 · last filed Mar 31, 2026
Total AUM
$1.5B
4.3%
vs prior
Holdings
41
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
SEC 13F Filing Analysis: Atlas FRM LLC
Portfolio Overview

Atlas FRM LLC has reported a drastic restructuring of its portfolio for the period ending September 30, 2025. The total portfolio value contracted significantly by 72.8%, plummeting from $858.77 million to $233.42 million. This reduction is not solely attributable to market performance but is primarily driven by a substantial divestment strategy, evidenced by the exit of six major positions. The fund has shifted from a r...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PKG
PACKAGING CORP AMER
$325M1.5M21.3%
02
IP
INTERNATIONAL PAPER CO
$271M7.6M17.7%
03
SLVM
SYLVAMO CORP
$267M6.3M17.5%
04
SUZ
SUZANO S A
$191M19.1M12.5%
05
FBIN
FORTUNE BRANDS INNOVATIONS I
$85M2.2M5.5%
06
HRL
HORMEL FOODS CORP
$64M2.8M4.2%
07
FCFS
FIRSTCASH HOLDINGS INC
$51M270K3.3%
08
FND
FLOOR & DECOR HLDGS INC
$45M894K3.0%
09
ATR
APTARGROUP INC
$44M350K2.9%
10
EZPW
EZCORP INC
$37M1.4M2.4%

Filing history

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