Long-term investor
Atlas Frm LLC @atlasfrmllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001879898).
Record
- Tracked since 2025-06-30 (445 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -1.4% · all -1.4%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IP · 16.1% · long · since 2025-06-30
- PKG · 15.6% · long · since 2025-06-30
- WCN · 10.8% · long · since 2026-06-30
- SLVM · 10.2% · long · since 2025-06-30
- SUZ · 8.1% · long · since 2025-06-30
- FBIN · 4.3% · long · since 2026-03-31
- ATR · 3.6% · long · since 2026-03-31
- RYN · 3.6% · long · since 2026-03-31
- WY · 3.1% · long · since 2026-03-31
- BLDR · 2.8% · long · since 2026-03-31
- LGIH · 2.6% · long · since 2026-03-31
- FCFS · 2.5% · long · since 2025-12-31