Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATLANTIC INVESTMENT MANAGEMENT, INC. (CIK 1063296) reported $171.7M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KEX ($34.2M, 19.89%), AXL ($22.8M, 13.27%), APTV ($22.4M, 13.06%), OSK ($20.1M, 11.69%), WFRD ($20.1M, 11.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KEX | KIRBY CORP | $34.2M | 19.89% | 257,000 | Added |
| 2 | AXL | DAUCH CORP | $22.8M | 13.27% | 3.8M | Added |
| 3 | APTV | APTIV PLC | $22.4M | 13.06% | 322,971 | Added |
| 4 | OSK | OSHKOSH CORP | $20.1M | 11.69% | 136,300 | Trimmed |
| 5 | WFRD | WEATHERFORD INTL PLC | $20.1M | 11.69% | 212,223 | Trimmed |
| 6 | NOMD | NOMAD FOODS LTD | $12.8M | 7.46% | 1.3M | Added |
| 7 | DOLE | DOLE PLC | $9.7M | 5.63% | 675,948 | New |
| 8 | PVH | PVH CORPORATION | $8.9M | 5.20% | 128,000 | New |
| 9 | ABM | ABM INDS INC | $8.5M | 4.94% | 220,000 | Added |
| 10 | XRAY | DENTSPLY SIRONA INC | $7.1M | 4.12% | 610,000 | New |
| 11 | MHK | MOHAWK INDS INC | $3.9M | 2.29% | 40,000 | New |
| 12 | NESR | NATIONAL ENERGY SERVICES REU | $1.3M | 0.75% | 60,000 | New |
| 13 | AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | Exited |
| 14 | ASH | ASHLAND INC | $0 | 0.00% | 0 | Exited |
| 15 | FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31