Holders — by stockHoldings — by fund
ATLANTIC INVESTMENT MANAGEMENT, INC.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001063296
$192.0M
disclosed book value
12
positions
17.5%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ASHASHLAND INC | 509,000 | $33.5M | 17.5% |
| 2 | APTVAPTIV PLC | 453,842 | $27.9M | 14.5% |
| 3 | KEXKIRBY CORP | 186,700 | $25.4M | 13.2% |
| 4 | XRAYDENTSPLY SIRONA INC | 2.2M | $23.4M | 12.2% |
| 5 | PVHPVH CORPORATION | 256,426 | $19.0M | 9.9% |
| 6 | NOMDNOMAD FOODS LTD | 1.3M | $14.6M | 7.6% |
| 7 | ABMABM INDS INC | 308,287 | $13.6M | 7.1% |
| 8 | OSKOSHKOSH CORP | 83,700 | $12.8M | 6.7% |
| 9 | DCHDAUCH CORP | 1.4M | $7.6M | 4% |
| 10 | VGNTVERSIGENT PLC | 120,656 | $5.1M | 2.6% |
| 11 | WFRDWEATHERFORD INTL PLC | 59,023 | $4.8M | 2.5% |
| 12 | NESRNATIONAL ENERGY SERVICES REU | 140,000 | $4.2M | 2.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.