Filed: 5/15/2026ACC: 0001493152-26-023724
📋 What this filing means
ATLANTIC INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $171.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$171.66M
Total AUM (reported)
7.84M
Total Shares
Allocation by class
COM$105.40M61.4%
ORD SHS$29.73M17.3%
COM SHS$22.43M13.1%
USD ORD SHS$12.81M7.5%
SHS$1.29M0.8%
Portfolio Concentration
Top 3$79.35M46.2%
4–10$87.08M50.7%
11–25$5.23M3.0%
Top 3 weight
46.2%
Top 10 weight
97.0%
Voting Authority Distribution
Total shares with voting rights: 7.84M
Sole
Full voting authority
7.84M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
KIRBY CORP
SOLEShares257K
TypeSH
Market value$34.15M
19.89%
Sole
257K
Shared
0.00
None
0.00
DAUCH CORP
SOLEShares3.84M
TypeSH
Market value$22.77M
13.27%
Sole
3.84M
Shared
0.00
None
0.00
APTIV PLC
SOLEShares322.97K
TypeSH
Market value$22.43M
13.06%
Sole
322.97K
Shared
0.00
None
0.00
WEATHERFORD INTL PLC
SOLEShares212.22K
TypeSH
Market value$20.07M
11.69%
Sole
212.22K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares136.30K
TypeSH
Market value$20.06M
11.69%
Sole
136.30K
Shared
0.00
None
0.00
NOMAD FOODS LTD
SOLEShares1.33M
TypeSH
Market value$12.81M
7.46%
Sole
1.33M
Shared
0.00
None
0.00
DOLE PLC
SOLEShares675.95K
TypeSH
Market value$9.66M
5.63%
Sole
675.95K
Shared
0.00
None
0.00
PVH CORPORATION
SOLEShares128K
TypeSH
Market value$8.93M
5.20%
Sole
128K
Shared
0.00
None
0.00
ABM INDS INC
SOLEShares220K
TypeSH
Market value$8.47M
4.94%
Sole
220K
Shared
0.00
None
0.00
DENTSPLY SIRONA INC
SOLEShares610K
TypeSH
Market value$7.08M
4.12%
Sole
610K
Shared
0.00
None
0.00
MOHAWK INDS INC
SOLEShares40K
TypeSH
Market value$3.94M
2.29%
Sole
40K
Shared
0.00
None
0.00
NATIONAL ENERGY SERVICES REU
SOLEShares60K
TypeSH
Market value$1.29M
0.75%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KIRBY CORPSOLE | COM | 257K | SH | $34.15M 19.89% | 257K | 0.00 | 0.00 |
DAUCH CORPSOLE | COM | 3.84M | SH | $22.77M 13.27% | 3.84M | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 322.97K | SH | $22.43M 13.06% | 322.97K | 0.00 | 0.00 |
WEATHERFORD INTL PLCSOLE | ORD SHS | 212.22K | SH | $20.07M 11.69% | 212.22K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 136.30K | SH | $20.06M 11.69% | 136.30K | 0.00 | 0.00 |
NOMAD FOODS LTDSOLE | USD ORD SHS | 1.33M | SH | $12.81M 7.46% | 1.33M | 0.00 | 0.00 |
DOLE PLCSOLE | ORD SHS | 675.95K | SH | $9.66M 5.63% | 675.95K | 0.00 | 0.00 |
PVH CORPORATIONSOLE | COM | 128K | SH | $8.93M 5.20% | 128K | 0.00 | 0.00 |
ABM INDS INCSOLE | COM | 220K | SH | $8.47M 4.94% | 220K | 0.00 | 0.00 |
DENTSPLY SIRONA INCSOLE | COM | 610K | SH | $7.08M 4.12% | 610K | 0.00 | 0.00 |
MOHAWK INDS INCSOLE | COM | 40K | SH | $3.94M 2.29% | 40K | 0.00 | 0.00 |
NATIONAL ENERGY SERVICES REUSOLE | SHS | 60K | SH | $1.29M 0.75% | 60K | 0.00 | 0.00 |