Atlas FRM LLC
GREENWICH CT · SEC CIK 0001879898
$15.27亿2026Q1 申报市值
23持仓数
90.4%前十大占比 · 第一大 21.3%
12 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PKG 加仓+$1.15亿
IP 加仓+$9,246.30万
FBIN 新建仓+$8,475.98万
HRL 新建仓+$6,398.62万
ATR 新建仓+$4,410.70万
2026Q1 卖出最多 按季末市值估算
SEALED AIR CORP 清仓-$7,790.91万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PKG | PACKAGING CORP AMER | $3.25亿 | 21.29% | 1,532,500 | 542,500 | 54.8% | $1.15亿 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $2.71亿 | 17.74% | 7,590,000 | 2,590,000 | 51.8% | $9,246.30万 | 加仓 |
| SLVM | SYLVAMO CORP | $2.67亿 | 17.46% | 6,312,454 | 0 | 0.0% | — | 不变 |
| SUZ | SUZANO S A | $1.91亿 | 12.53% | 19,120,000 | 1,800,000 | 10.4% | $1,801.80万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $8,475.98万 | 5.55% | 2,175,000 | 2,175,000 | — | $8,475.98万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $6,398.62万 | 4.19% | 2,825,000 | 2,825,000 | — | $6,398.62万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $5,076.00万 | 3.32% | 270,000 | 220,000 | 440.0% | $4,136.00万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $4,541.52万 | 2.97% | 894,000 | 603,000 | 207.2% | $3,063.24万 | 加仓 |
| ATR | APTARGROUP INC | $4,410.70万 | 2.89% | 350,000 | 350,000 | — | $4,410.70万 | 新建仓 |
| EZPW | EZCORP INC | $3,680.10万 | 2.41% | 1,450,000 | 1,125,000 | 346.2% | $2,855.25万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $3,375.60万 | 2.21% | 870,000 | 700,000 | 411.8% | $2,716.00万 | 加仓 |
| LGIH | LGI HOMES INC | $2,529.92万 | 1.66% | 640,000 | 640,000 | — | $2,529.92万 | 新建仓 |
| MHK | MOHAWK INDS INC | $1,624.59万 | 1.06% | 165,000 | 0 | 0.0% | — | 不变 |
| GBX | GREENBRIER COS INC | $1,313.94万 | 0.86% | 249,561 | 249,561 | — | $1,313.94万 | 新建仓 |
| — | AMERICAN WOODMARK CORP | $1,178.97万 | 0.77% | 296,000 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $1,080.30万 | 0.71% | 1,300,000 | 1,300,000 | — | $1,080.30万 | 新建仓 |
| RYN | RAYONIER INC | $989.76万 | 0.65% | 480,000 | 480,000 | — | $989.76万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $633.94万 | 0.42% | 77,000 | 77,000 | — | $633.94万 | 新建仓 |
| WY | WEYERHAEUSER CO | $464.17万 | 0.30% | 190,000 | 190,000 | — | $464.17万 | 新建仓 |
| — | MERCER INTL INC | $447.30万 | 0.29% | 3,150,000 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $409.90万 | 0.27% | 50,000 | 50,000 | — | $409.90万 | 新建仓 |
| WFG | WEST FRASER TIMBER LTD | $365.62万 | 0.24% | 56,000 | 56,000 | — | $365.62万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $310.99万 | 0.20% | 41,000 | 41,000 | — | $310.99万 | 新建仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -1,880,500 | -100.0% | -$7,790.91万 | 清仓 |