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 $192.0M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ASH ($33.5M, 17.47%), APTV ($27.9M, 14.51%), KEX ($25.4M, 13.22%), XRAY ($23.4M, 12.18%), PVH ($19.0M, 9.92%). Source: SEC Form 13F.
| 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 | MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | Exited |
| 14 | DOLE | DOLE PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30