§ 13F · FUND PROFILE
ATLANTIC INVESTMENT MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174M (13F)Positions · 11Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | KEX | KIRBY CORP | 257K | $34M | 19.9% | +15% |
| 2 | DCH | DAUCH CORP | 3.84M | $23M | 13.3% | +104% |
| 3 | APTV | APTIV PLC | 323K | $22M | 13.1% | +17% |
| 4 | WFRD | WEATHERFORD INTL PLC | 212K | $20M | 11.7% | −8% |
| 5 | OSK | OSHKOSH CORP | 136K | $20M | 11.7% | −12% |
| 6 | NOMD | NOMAD FOODS LTD | 1.33M | $13M | 7.5% | +147% |
| 7 | DOLE | DOLE PLC | 676K | $10M | 5.6% | NEW |
| 8 | PVH | PVH CORPORATION | 128K | $9M | 5.2% | NEW |
| 9 | ABM | ABM INDS INC | 220K | $8M | 4.9% | +10% |
| 10 | XRAY | DENTSPLY SIRONA INC | 610K | $7M | 4.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATLANTIC SIGNAL
AC read
ATLANTIC INVESTMENT MANAGEMENT, INC. is a Other fund managing $174 million in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed