Portfolio (Quarterly) Guide ↗

Atlas FRM LLC

· CIK 0001879898

13F Portfolio $1.5B AUM 41 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 12 New 7 Added 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	SEALED AIR CORP NEW	—	1,880,500	$77.9M	7.61%	SOLD

Sector Allocation

Consumer Cyclical 48.5%

Basic Materials 30.8%

Industrials 6.8%

Financial Services 5.7%

Consumer Defensive 4.2%

Healthcare 2.9%

Real Estate 1.0%