Atlas FRM’s MasterBrand MBC Stock Holding History

Atlas FRM’s Portfolio MBC Stock Details MBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.6M	Buy	4,624,400 +3,324,400	+256%	+$28.4M	2.04%	17
2026 Q1	$10.8M	Buy	+1,300,000	New	+$14.1M	0.71%	16

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Atlas FRM's MBC Position: Q2 2026 in Review

Atlas FRM increased its MasterBrand (MBC) stake by 256% in Q2 2026, buying an estimated $28.4M and bringing the position to 4,624,400 shares worth $47.6M. The position accounts for 2.04% of the portfolio, ranked #17.

Atlas FRM first reported a position in MBC in Q1 2026 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold MBC as of Q2 2026.

Atlas FRM held 4,624,400 shares of MasterBrand worth $47.6M as of Q2 2026.
Atlas FRM bought 3,324,400 MasterBrand shares in Q2 2026, an estimated $28.4M.
MasterBrand made up 2.04% of Atlas FRM's portfolio in Q2 2026, its #17 holding.
Atlas FRM first reported a position in MasterBrand in Q1 2026 and has held it in 2 quarters since.
346 funds tracked by Wall St. Rank held MasterBrand as of Q2 2026.

Based on Atlas FRM's 13F filing for Q2 2026, filed 13 Aug 2026.