Atlas FRM LLC Boosts Packaging Corporation of America Holdings

Institutional investor increases stake in industrial packaging company

Mar. 12, 2026 at 7:05am

Atlas FRM LLC, an investment management firm, has increased its holdings in Packaging Corporation of America (NYSE: PKG) by 28% during the third quarter, according to a recent SEC filing. The fund now owns 685,000 shares of the industrial products company, making it the 3rd largest position in its investment portfolio.

Why it matters

Packaging Corporation of America is a leading North American manufacturer of containerboard and corrugated packaging products, serving industries like e-commerce, food and beverage, and consumer goods. The increase in ownership by a major institutional investor like Atlas FRM LLC suggests confidence in the company's growth prospects and market position.

The details

According to the filing, Atlas FRM LLC acquired an additional 150,000 shares of Packaging Corporation of America during the third quarter, bringing its total holdings to 685,000 shares. This represents about 0.76% of the company's outstanding shares and makes the stock the 3rd largest position in Atlas FRM LLC's investment portfolio, accounting for 17.4% of its total assets.

  • Atlas FRM LLC filed its latest 13F report with the SEC on March 12, 2026, disclosing its Q3 2025 holdings.

The players

Atlas FRM LLC

An investment management firm that owns a significant stake in Packaging Corporation of America.

Packaging Corporation of America

A leading North American manufacturer of containerboard and corrugated packaging products, serving industries like e-commerce, food and beverage, and consumer goods.

Got photos? Submit your photos here. ›

The takeaway

The increased investment by Atlas FRM LLC in Packaging Corporation of America suggests the institutional investor sees strong growth potential in the industrial packaging company, which could signal positive momentum for the stock going forward.