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Atlantic Investment Management, INC.

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$171.7M

Reporting period: 2026-03-31 · Number of holdings: 12

ATLANTIC INVESTMENT MANAGEMENT, INC. disclosed 12 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $171.7M and a quarterly turnover rate of 73.7%.

Personality snowflake

Concentration
47.1
Portfolio Stability
73.73
Momentum/Contrarian
100
Sector conviction
100
Diversification
24
Sizing Uniformity
93.29

Recent moves

  • Add DCH

    +103.9%　$10.7M

  • Add KEX

    +15.2%　$9.6M

  • Add NOMD

    +147.4%　$6.1M

  • Add WFRD

    -7.7%　$2.1M

  • Add APTV

    +17.0%　$1.4M

  • Add OSK

    -11.8%　$642.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1KEXKirby CORPStock-Industrials19.89%+6.06%+15.25%
2DCHDauch CorporationStock-Other13.27%+6.47%+103.93%
3APTVAptiv PLCStock-Consumer Disc13.06%+1.24%+17.03%
4WFRDWeatherford International plcStock-Energy11.69%+1.56%-7.72%
5OSKOshkosh CORPStock-Industrials11.69%+0.76%-11.84%
6NOMDNomad Foods LimitedStock-Other7.46%+3.67%+147.37%
7DOLEDole plcStock-Other5.63%+5.63%NEW
8PVHPvh CORPStock-Consumer Disc5.20%+5.20%NEW
9ABMAbm Industries INCStock-Other4.94%+0.18%+10.00%
10XRAYDentsply Sirona INCStock-Healthcare4.12%+4.12%NEW
11MHKMohawk Industries INCStock-Consumer Disc2.29%+2.29%NEW
12✓ National Energy Services ReuStock-Other0.75%+0.75%NEW

Holding changes this quarter

Atlantic Investment Management, INC.'s most significant position changes for 2026-03-31: Sold out: Axalta Coating Systems Ltd. (AXTA); Sold out: Flowserve CORP (FLS); Sold out: Ashland INC (ASH); New buy: Dole plc (DOLE); New buy: Pvh CORP (PVH).

Position changes disclosed by Atlantic Investment Management, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DCHDauch Corporation+6.5%+103.93%Add
2KEXKirby CORP+6.1%+15.25%Add
3NOMDNomad Foods Limited+3.7%+147.37%Add
4WFRDWeatherford International plc+1.6%-7.72%Trim
5APTVAptiv PLC+1.2%+17.03%Add
6OSKOshkosh CORP+0.8%-11.84%Trim
7ABMAbm Industries INC+0.2%+10.00%Add
8AXTAAxalta Coating Systems Ltd.—EXITSold out
9FLSFlowserve CORP—EXITSold out
10ASHAshland INC—EXITSold out
11DOLEDole plc—NEWNew buy
12PVHPvh CORP—NEWNew buy
13XRAYDentsply Sirona INC—NEWNew buy
14MHKMohawk Industries INC—NEWNew buy
15✓ National Energy Services Reu—NEWNew buy

FAQ

What is Atlantic Investment Management, INC. and what type of investor is it?
Atlantic Investment Management, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $171.7M, spread across 12 disclosed positions.
What are Atlantic Investment Management, INC.'s largest equity positions?
Based on the latest 13F filing, Atlantic Investment Management, INC.'s top holdings by market value are: 1. Kirby CORP (KEX) — $34.2M (19.9%) 2. Dauch Corporation (DCH) — $22.8M (13.3%) 3. Aptiv PLC (APTV) — $22.4M (13.1%) 4. Weatherford International plc (WFRD) — $20.1M (11.7%) 5. Oshkosh CORP (OSK) — $20.1M (11.7%)
What changes did Atlantic Investment Management, INC. make in its most recent portfolio filing?
In the latest reported quarter, Atlantic Investment Management, INC. made 15 notable position adjustments: 5 new positions were initiated, 5 existing holdings were added to, 2 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Axalta Coating Systems Ltd. (AXTA); Sold out: Flowserve CORP (FLS); Sold out: Ashland INC (ASH); New buy: Dole plc (DOLE); New buy: Pvh CORP (PVH)
What sectors does Atlantic Investment Management, INC. focus on?
Atlantic Investment Management, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 46.5% • Consumer Discretionary: 30.3% • Energy: 17.2% • Health Care: 6.1%