Filed: 2/17/2026ACC: 0001493152-26-007089
📋 What this filing means
ATLANTIC INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $177.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$177.63M
Total AUM (reported)
5.06M
Total Shares
Allocation by class
COM$131.89M74.3%
COM SHS$21.00M11.8%
ORD SHS$18.00M10.1%
USD ORD SHS$6.74M3.8%
Portfolio Concentration
Top 3$79.44M44.7%
4–10$98.19M55.3%
Top 3 weight
44.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.06M
Sole
Full voting authority
5.06M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
AXALTA COATING SYS LTD
SOLEShares1.02M
TypeSH
Market value$33.09M
18.63%
Sole
1.02M
Shared
0.00
None
0.00
KIRBY CORP
SOLEShares223K
TypeSH
Market value$24.57M
13.83%
Sole
223K
Shared
0.00
None
0.00
FLOWSERVE CORP
SOLEShares314K
TypeSH
Market value$21.79M
12.26%
Sole
314K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares275.97K
TypeSH
Market value$21.00M
11.82%
Sole
275.97K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares154.60K
TypeSH
Market value$19.42M
10.93%
Sole
154.60K
Shared
0.00
None
0.00
WEATHERFORD INTL PLC
SOLEShares229.99K
TypeSH
Market value$18.00M
10.13%
Sole
229.99K
Shared
0.00
None
0.00
ASHLAND INC
SOLEShares212.98K
TypeSH
Market value$12.50M
7.03%
Sole
212.98K
Shared
0.00
None
0.00
AMERICAN AXLE & MFG HLDGS IN
SOLEShares1.88M
TypeSH
Market value$12.07M
6.80%
Sole
1.88M
Shared
0.00
None
0.00
ABM INDS INC
SOLEShares200K
TypeSH
Market value$8.46M
4.76%
Sole
200K
Shared
0.00
None
0.00
NOMAD FOODS LTD
SOLEShares538.77K
TypeSH
Market value$6.74M
3.79%
Sole
538.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AXALTA COATING SYS LTDSOLE | COM | 1.02M | SH | $33.09M 18.63% | 1.02M | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 223K | SH | $24.57M 13.83% | 223K | 0.00 | 0.00 |
FLOWSERVE CORPSOLE | COM | 314K | SH | $21.79M 12.26% | 314K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 275.97K | SH | $21.00M 11.82% | 275.97K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 154.60K | SH | $19.42M 10.93% | 154.60K | 0.00 | 0.00 |
WEATHERFORD INTL PLCSOLE | ORD SHS | 229.99K | SH | $18.00M 10.13% | 229.99K | 0.00 | 0.00 |
ASHLAND INCSOLE | COM | 212.98K | SH | $12.50M 7.03% | 212.98K | 0.00 | 0.00 |
AMERICAN AXLE & MFG HLDGS INSOLE | COM | 1.88M | SH | $12.07M 6.80% | 1.88M | 0.00 | 0.00 |
ABM INDS INCSOLE | COM | 200K | SH | $8.46M 4.76% | 200K | 0.00 | 0.00 |
NOMAD FOODS LTDSOLE | USD ORD SHS | 538.77K | SH | $6.74M 3.79% | 538.77K | 0.00 | 0.00 |