Atlantic Investment Management, Inc.
Net buyer this quarter
$192M
12
+$21.9M
95.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ASH | $33.5M | 17.47% | 1.11% | Not reported | Q2 2013 |
 APTV | $27.9M | 14.51% | 0.22% | +40.5% | Q1 2020 |
 KEX | $25.4M | 13.22% | 0.35% | -27.4% | Q4 2015 |
 XRAY | $23.4M | 12.18% | 1.11% | +261.2% | Q1 2026 |
 PVH | $19M | 9.92% | 0.56% | +100.3% | Q2 2025 |
 NOMD | $14.6M | 7.61% | 0.94% | +0.1% | Q1 2017 |
 ABM | $13.6M | 7.10% | 0.53% | +40.1% | Q4 2025 |
 OSK | $12.8M | 6.69% | 0.14% | -38.6% | Q3 2015 |
 DCH | $7.61M | 3.97% | 0.59% | -63.4% | Q1 2014 |
 VGNT | $5.07M | 2.64% | 0.17% | New | Q2 2026 |
 WFRD | $4.81M | 2.51% | 0.08% | -72.2% | Q2 2023 |
 NESR | $4.19M | 2.18% | 0.14% | +133.3% | Q1 2026 |
| Q1 2026 | |||||
| KEX | $34.2M | 19.89% | 0.48% | +15.3% | Q4 2015 |
| DCH | $22.8M | 13.27% | 1.62% | +103.9% | Q1 2014 |
| APTV | $22.4M | 13.06% | 0.15% | +17.0% | Q1 2020 |
| WFRD | $20.1M | 11.69% | 0.30% | -7.7% | Q2 2023 |
| OSK | $20.1M | 11.69% | 0.22% | -11.8% | Q3 2015 |
| NOMD | $12.8M | 7.46% | 0.94% | +147.4% | Q1 2017 |
 DOLE | $9.66M | 5.63% | 0.71% | Not reported | Q3 2025 |
| PVH | $8.93M | 5.20% | 0.28% | Not reported | Q2 2025 |
| ABM | $8.47M | 4.94% | 0.38% | +10.0% | Q4 2025 |
| XRAY | $7.08M | 4.12% | 0.30% | New | Q1 2026 |
 MHK | $3.94M | 2.29% | 0.07% | Not reported | Q3 2019 |
| NESR | $1.29M | 0.75% | 0.06% | New | Q1 2026 |
| Q4 2025 | |||||
 AXTA | $33.1M | 18.63% | 0.48% | +34.0% | Q1 2020 |
| KEX | $24.6M | 13.83% | 0.41% | Not reported | Q4 2015 |
 FLS | $21.8M | 12.26% | 0.25% | Not reported | Q3 2022 |
| APTV | $21M | 11.82% | 0.13% | -9.7% | Q1 2020 |
| OSK | $19.4M | 10.93% | 0.25% | +3.7% | Q3 2015 |
| WFRD | $18M | 10.13% | 0.32% | -36.2% | Q2 2023 |
| ASH | $12.5M | 7.03% | 0.47% | -25.0% | Q2 2013 |
| DCH | $12.1M | 6.80% | 1.59% | Not reported | Q1 2014 |
| ABM | $8.46M | 4.76% | 0.33% | New | Q4 2025 |
| NOMD | $6.74M | 3.79% | 0.38% | -25.4% | Q1 2017 |
| Q3 2025 | |||||
| GTLS | $29.5M | 16.95% | 0.33% | -46.3% | Q2 2024 |
| APTV | $26.3M | 15.12% | 0.14% | -13.0% | Q1 2020 |
| WFRD | $24.7M | 14.17% | 0.50% | -44.3% | Q2 2023 |
| AXTA | $21.9M | 12.56% | 0.35% | Not reported | Q1 2020 |
| OSK | $19.3M | 11.11% | 0.23% | -28.7% | Q3 2015 |
| ASH | $13.6M | 7.81% | 0.62% | -4.2% | Q2 2013 |
 GPK | $12.6M | 7.26% | 0.22% | Not reported | Q4 2018 |
| NOMD | $9.49M | 5.45% | 0.46% | Not reported | Q1 2017 |
| PVH | $8.38M | 4.81% | 0.21% | -23.1% | Q2 2025 |
| DOLE | $4.44M | 2.55% | 0.35% | New | Q3 2025 |
 BBWI | $3.86M | 2.22% | 0.07% | New | Q3 2025 |