Michael P O'Donnell

Atlas Frm Llc

Assets Managed

$1.527B

Holdings

Last Quarter

2026 - Q1

Filed Date

7d ago

Growth Rate

49.18%(2Q avg: 34.2%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Frm Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Atlas Frm Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.527B in assets, with a quarterly growth rate of 49.18% and a 2-quarter average growth rate of 34.2%. The portfolio is managed by Michael P O'Donnell, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
PKG Packaging Corp Of America Recent Activity Increased 54.8%	21.3%	$325.227M 1.532M shares@ $212.22 avg price	Increased 54.8%
IP International Paper Co Recent Activity Increased 51.81%	17.75%	$270.963M 7.59M shares@ $35.7 avg price	Increased 51.81%
SLVM Sylvamo Corp Recent Activity	17.46%	$266.638M 6.312M shares@ $42.25 avg price
SUZ Suzano Sa - Spon Adr Recent Activity Increased 10.4%	12.54%	$191.391M 19.12M shares@ $10.01 avg price	Increased 10.4%
FBIN Fortune Brands Innovations I Recent Activity New Position	5.55%	$84.76M 2.175M shares@ $38.97 avg price	New Position
HRL Hormel Foods Corp Recent Activity New Position	4.19%	$63.986M 2.825M shares@ $22.65 avg price	New Position
FCFS Firstcash Holdings Inc Recent Activity Increased 440.01%	3.33%	$50.76M 270,000 shares@ $188.0 avg price	Increased 440.01%
FND Floor & Decor Holdings Inc-a Recent Activity Increased 207.22%	2.98%	$45.415M 894,000 shares@ $50.8 avg price	Increased 207.22%
ATR Aptargroup Inc Recent Activity New Position	2.89%	$44.107M 350,000 shares@ $126.02 avg price	New Position
EZPW Ezcorp Inc-cl A Recent Activity Increased 346.16%	2.41%	$36.801M 1.45M shares@ $25.38 avg price	Increased 346.16%

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