Atlas FRM LLC
GREENWICH CT · SEC CIK 0001879898
$23.35亿2026Q2 申报市值
25持仓数
78.1%前十大占比 · 第一大 16.1%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WCN 新建仓+$2.52亿
IP 加仓+$8,572.50万
RYN 加仓+$7,362.88万
WY 加仓+$6,822.90万
BLDR 加仓+$5,735.67万
2026Q2 卖出最多 按季末市值估算
HRL 清仓-$6,398.62万
FBIN 减仓-$1,921.50万
MHK 清仓-$1,624.59万
AMERICAN WOODMAR 清仓-$1,178.97万
XLP 清仓-$409.90万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IP | INTERNATIONAL PAPER CO | $3.75亿 | 16.06% | 9,840,000 | 2,250,000 | 29.6% | $8,572.50万 | 加仓 |
| PKG | PACKAGING CORP OF AMERICA | $3.65亿 | 15.64% | 1,532,500 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $2.52亿 | 10.78% | 1,510,000 | 1,510,000 | — | $2.52亿 | 新建仓 |
| SLVM | SYLVAMO CORP | $2.39亿 | 10.22% | 6,312,454 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO SA - ADR | $1.89亿 | 8.08% | 24,320,000 | 5,200,000 | 27.2% | $4,035.20万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | $1.00亿 | 4.29% | 1,825,000 | -350,000 | -16.1% | -$1,921.50万 | 减仓 |
| ATR | APTARGROUP INC | $8,388.40万 | 3.59% | 670,000 | 320,000 | 91.4% | $4,006.40万 | 加仓 |
| RYN | Rayonier Inc | $8,384.32万 | 3.59% | 3,940,000 | 3,460,000 | 720.8% | $7,362.88万 | 加仓 |
| WY | Weyerhaeuser Co | $7,277.76万 | 3.12% | 3,040,000 | 2,850,000 | 1,500.0% | $6,822.90万 | 加仓 |
| BLDR | Builders FirstSource Inc | $6,424.66万 | 2.75% | 718,000 | 641,000 | 832.5% | $5,735.67万 | 加仓 |
| LGIH | LGI HOMES INC | $6,157.86万 | 2.64% | 967,000 | 327,000 | 51.1% | $2,082.34万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $5,840.64万 | 2.50% | 270,000 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HOLDINGS INC-A | $5,520.48万 | 2.36% | 930,000 | 36,000 | 4.0% | $213.70万 | 加仓 |
| EZPW | EZCORP INC-CL A(NSM) | $5,012.65万 | 2.15% | 1,450,000 | 0 | 0.0% | — | 不变 |
| WFG | West Fraser Timber Co Ltd | $5,009.06万 | 2.15% | 740,000 | 684,000 | 1,221.4% | $4,630.00万 | 加仓 |
| SLGN | SILGAN HOLDINGS INC | $4,824.56万 | 2.07% | 1,040,000 | 170,000 | 19.5% | $788.63万 | 加仓 |
| MBC | MASTERBRAND INC | $4,758.51万 | 2.04% | 4,624,400 | 3,324,400 | 255.7% | $3,420.81万 | 加仓 |
| GBX | GREENBRIER COMPANIES INC | $3,859.97万 | 1.65% | 787,588 | 538,027 | 215.6% | $2,636.87万 | 加仓 |
| BCC | BOISE CASCADE CO | $3,454.53万 | 1.48% | 445,000 | 404,000 | 985.4% | $3,136.25万 | 加仓 |
| CX | CEMEX SAB-SPONS ADR PART CER | $2,544.00万 | 1.09% | 2,120,000 | 2,120,000 | — | $2,544.00万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $1,844.70万 | 0.79% | 220,000 | 220,000 | — | $1,844.70万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $1,798.20万 | 0.77% | 3,240,000 | 3,240,000 | — | $1,798.20万 | 新建仓 |
| SON | SONOCO PRODUCTS CO | $281.75万 | 0.12% | 50,000 | 50,000 | — | $281.75万 | 新建仓 |
| VMC | VULCAN MATERIALS CO | $147.50万 | 0.06% | 5,000 | 5,000 | — | $147.50万 | 新建仓 |
| — | MERCER INTERNATIONAL INC | $39.39万 | 0.02% | 596,791 | -2,553,209 | -81.1% | -$168.51万 | 减仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -2,825,000 | -100.0% | -$6,398.62万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -165,000 | -100.0% | -$1,624.59万 | 清仓 |
| — | AMERICAN WOODMARK CORP | $0 | 0.00% | 0 | -296,000 | -100.0% | -$1,178.97万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -50,000 | -100.0% | -$409.90万 | 清仓 |