Filed: 8/14/2025ACC: 0001641172-25-023987
📋 What this filing means
ATLANTIC INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $195.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$195.98M
Total AUM (reported)
3.26M
Total Shares
Allocation by class
COM$139.48M71.2%
ORD SHS$32.56M16.6%
COM SHS$23.94M12.2%
Portfolio Concentration
Top 3$101.74M51.9%
4–10$88.23M45.0%
11–25$6.02M3.1%
Top 3 weight
51.9%
Top 10 weight
96.9%
Voting Authority Distribution
Total shares with voting rights: 3.26M
Sole
Full voting authority
3.26M
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 · 100.0% of voting shares
Institutional Holdings11
Rows:
CHART INDS INC
SOLEShares274.70K
TypeSH
Market value$45.23M
23.08%
Sole
274.70K
Shared
0.00
None
0.00
WEATHERFORD INTL PLC
SOLEShares647.27K
TypeSH
Market value$32.56M
16.62%
Sole
647.27K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares350.97K
TypeSH
Market value$23.94M
12.22%
Sole
350.97K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares209.10K
TypeSH
Market value$23.74M
12.11%
Sole
209.10K
Shared
0.00
None
0.00
ASHLAND INC
SOLEShares296.32K
TypeSH
Market value$14.90M
7.60%
Sole
296.32K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares119K
TypeSH
Market value$13.89M
7.09%
Sole
119K
Shared
0.00
None
0.00
EASTMAN CHEM CO
SOLEShares134.71K
TypeSH
Market value$10.06M
5.13%
Sole
134.71K
Shared
0.00
None
0.00
GOODYEAR TIRE & RUBR CO
SOLEShares915K
TypeSH
Market value$9.49M
4.84%
Sole
915K
Shared
0.00
None
0.00
PVH CORPORATION
SOLEShares130K
TypeSH
Market value$8.92M
4.55%
Sole
130K
Shared
0.00
None
0.00
TEREX CORP NEW
SOLEShares155K
TypeSH
Market value$7.24M
3.69%
Sole
155K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares32.50K
TypeSH
Market value$6.02M
3.07%
Sole
32.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHART INDS INCSOLE | COM | 274.70K | SH | $45.23M 23.08% | 274.70K | 0.00 | 0.00 |
WEATHERFORD INTL PLCSOLE | ORD SHS | 647.27K | SH | $32.56M 16.62% | 647.27K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 350.97K | SH | $23.94M 12.22% | 350.97K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 209.10K | SH | $23.74M 12.11% | 209.10K | 0.00 | 0.00 |
ASHLAND INCSOLE | COM | 296.32K | SH | $14.90M 7.60% | 296.32K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 119K | SH | $13.89M 7.09% | 119K | 0.00 | 0.00 |
EASTMAN CHEM COSOLE | COM | 134.71K | SH | $10.06M 5.13% | 134.71K | 0.00 | 0.00 |
GOODYEAR TIRE & RUBR COSOLE | COM | 915K | SH | $9.49M 4.84% | 915K | 0.00 | 0.00 |
PVH CORPORATIONSOLE | COM | 130K | SH | $8.92M 4.55% | 130K | 0.00 | 0.00 |
TEREX CORP NEWSOLE | COM | 155K | SH | $7.24M 3.69% | 155K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 32.50K | SH | $6.02M 3.07% | 32.50K | 0.00 | 0.00 |