Atlantic Investment Management, Inc. 13F Holdings · Q2 2026
Atlantic Investment Management, Inc. reported 12 securities worth $191.97M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ASH (17.47%), APTV (14.51%), KEX (13.22%). Among its top 25 positions this quarter: 2 new, 6 added, 4 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASH | ASHLAND INC | $33.5M | 17.47% | 509,000 | New |
| 2 | APTV | APTIV PLC | $27.9M | 14.51% | 453,842 | Added |
| 3 | KEX | KIRBY CORP | $25.4M | 13.22% | 186,700 | Trimmed |
| 4 | XRAY | DENTSPLY SIRONA INC | $23.4M | 12.18% | 2.2M | Added |
| 5 | PVH | PVH CORPORATION | $19.0M | 9.92% | 256,426 | Added |
| 6 | NOMD | NOMAD FOODS LTD | $14.6M | 7.61% | 1.3M | Added |
| 7 | ABM | ABM INDS INC | $13.6M | 7.10% | 308,287 | Added |
| 8 | OSK | OSHKOSH CORP | $12.8M | 6.69% | 83,700 | Trimmed |
| 9 | DCH | DAUCH CORP | $7.6M | 3.97% | 1.4M | Trimmed |
| 10 | VGNT | VERSIGENT PLC | $5.1M | 2.64% | 120,656 | New |
| 11 | WFRD | WEATHERFORD INTL PLC | $4.8M | 2.51% | 59,023 | Trimmed |
| 12 | NESR | NATIONAL ENERGY SERVICES REU | $4.2M | 2.18% | 140,000 | Added |
| 13 | DOLE | DOLE PLC | $0 | 0.00% | 0 | Exited |
| 14 | MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR