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CIK: 0001063296
Total reported value
$192.0M
$192.0M
9 檔
75.4%
The Q1 2025 SEC filing reveals that Atlantic Investment Management, Inc. held a total portfolio value of $192.0M, covering 9 public equity positions.
Atlantic Investment Management, Inc. executed strategic sector rebalancing during Q1 2025, establishing 8 new positions while fully exiting 8 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APTV | Aptiv PLC | Stock-Consumer Disc | 22.40% | +1.45% | — | |
| 2 | WFRD | Weatherford International plc | Stock-Energy | 17.14% | -9.18% | +30.75% | |
| 3 | GTLS | Chart Industries Inc | Stock-Industrials | 16.57% | — | -10.18% | |
| 4 | OSK | Oshkosh CORP | Stock-Industrials | 12.40% | -5.00% | +2.57% | |
| 5 | EMN | Eastman Chemical Co | Stock-Materials | 12.38% | — | — | |
| 6 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 8.88% | — | -13.67% | |
| 7 | ASH | Ashland Inc | Stock-Materials | 4.14% | +17.47% | NEW | |
| 8 | TEX | Terex CORP | Stock-Industrials | 3.27% | — | — | |
| 9 | WCC | Wesco International Inc | Stock-Industrials | 2.82% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMN | Eastman Chemical Co | +8.7% | — | Add |
| 2 | WRKUSD | Westrock Co | — | EXIT | Sold out |
| 3 | HUN | Huntsman CORP | — | EXIT | Sold out |
| 4 | UNVREUR | Univar Solutions Inc | — | EXIT | Sold out |
| 5 | BERYEUR | Berry Global Group Inc | — | EXIT | Sold out |
| 6 | APTV | Aptiv PLC | — | NEW | New buy |
| 7 | AVT | Avnet Inc | — | EXIT | Sold out |
| 8 | LEA | Lear CORP | — | EXIT | Sold out |
| 9 | WFRD | Weatherford International plc | — | NEW | New buy |
| 10 | GTLS | Chart Industries Inc | — | NEW | New buy |
| 11 | EPC | Edgewell Personal Care Co | — | EXIT | Sold out |
| 12 | OSK | Oshkosh CORP | — | NEW | New buy |
| 13 | DAR | Darling Ingredients Inc | — | NEW | New buy |
| 14 | OI | O-i Glass Inc | — | EXIT | Sold out |
| 15 | ASH | Ashland Inc | — | NEW | New buy |
| 16 | TEX | Terex CORP | — | NEW | New buy |
| 17 | WCC | Wesco International Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Atlantic Investment Management, Inc. reported a total U.S. public equity portfolio value of $192.0M across 9 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including APTV, WFRD, GTLS) accounted for 75.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
APTV
市值: $40.1M
Top Position Liquidated / Trimmed
WRKUSD
前期市值: $59.5M
During Q1 2025, Atlantic Investment Management, Inc.'s top holdings by market value included APTV (22.4%)、WFRD (17.1%)、GTLS (16.6%). The largest single position, APTV, represented 22.4% of total portfolio value.
In Q1 2025, Atlantic Investment Management, Inc. made 17 total portfolio adjustments, initiating 8 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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