Filed: 11/14/2025ACC: 0001493152-25-023434
π What this filing means
ATLANTIC INVESTMENT MANAGEMENT, INC. filed this quarterly 13FβHR report disclosing 11 equity positions with a total reported market value of $174.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$174.14M
Total AUM (reported)
3.96M
Total Shares
Allocation by class
COM$109.20M62.7%
ORD SHS$29.11M16.7%
COM SHS$26.34M15.1%
USD ORD SHS$9.49M5.5%
Portfolio Concentration
Top 3$80.53M46.2%
4β10$89.74M51.5%
11β25$3.86M2.2%
Top 3 weight
46.2%
Top 10 weight
97.8%
Voting Authority Distribution
Total shares with voting rights: 3.96M
Sole
Full voting authority
3.96M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings11
Rows:
CHART INDS INC
SOLEShares147.50K
TypeSH
Market value$29.52M
16.95%
Sole
147.50K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares305.47K
TypeSH
Market value$26.34M
15.12%
Sole
305.47K
Shared
0.00
None
0.00
WEATHERFORD INTL PLC
SOLEShares360.57K
TypeSH
Market value$24.67M
14.17%
Sole
360.57K
Shared
0.00
None
0.00
AXALTA COATING SYS LTD
SOLEShares764K
TypeSH
Market value$21.87M
12.56%
Sole
764K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares149.10K
TypeSH
Market value$19.34M
11.11%
Sole
149.10K
Shared
0.00
None
0.00
ASHLAND INC
SOLEShares283.82K
TypeSH
Market value$13.60M
7.81%
Sole
283.82K
Shared
0.00
None
0.00
GRAPHIC PACKAGING HLDG CO
SOLEShares645.58K
TypeSH
Market value$12.63M
7.26%
Sole
645.58K
Shared
0.00
None
0.00
NOMAD FOODS LTD
SOLEShares722K
TypeSH
Market value$9.49M
5.45%
Sole
722K
Shared
0.00
None
0.00
PVH CORPORATION
SOLEShares100K
TypeSH
Market value$8.38M
4.81%
Sole
100K
Shared
0.00
None
0.00
DOLE PLC
SOLEShares330K
TypeSH
Market value$4.44M
2.55%
Sole
330K
Shared
0.00
None
0.00
BATH & BODY WORKS INC
SOLEShares150K
TypeSH
Market value$3.86M
2.22%
Sole
150K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHART INDS INCSOLE | COM | 147.50K | SH | $29.52M 16.95% | 147.50K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 305.47K | SH | $26.34M 15.12% | 305.47K | 0.00 | 0.00 |
WEATHERFORD INTL PLCSOLE | ORD SHS | 360.57K | SH | $24.67M 14.17% | 360.57K | 0.00 | 0.00 |
AXALTA COATING SYS LTDSOLE | COM | 764K | SH | $21.87M 12.56% | 764K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 149.10K | SH | $19.34M 11.11% | 149.10K | 0.00 | 0.00 |
ASHLAND INCSOLE | COM | 283.82K | SH | $13.60M 7.81% | 283.82K | 0.00 | 0.00 |
GRAPHIC PACKAGING HLDG COSOLE | COM | 645.58K | SH | $12.63M 7.26% | 645.58K | 0.00 | 0.00 |
NOMAD FOODS LTDSOLE | USD ORD SHS | 722K | SH | $9.49M 5.45% | 722K | 0.00 | 0.00 |
PVH CORPORATIONSOLE | COM | 100K | SH | $8.38M 4.81% | 100K | 0.00 | 0.00 |
DOLE PLCSOLE | ORD SHS | 330K | SH | $4.44M 2.55% | 330K | 0.00 | 0.00 |
BATH & BODY WORKS INCSOLE | COM | 150K | SH | $3.86M 2.22% | 150K | 0.00 | 0.00 |