ATLANTIC INVESTMENT MANAGEMENT, INC.
CIK 1063296 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- ASH17.47%
- APTV14.51%
- KEX13.22%
- XRAY12.18%
- PVH9.92%
- NOMD7.61%
- ABM7.10%
- OSK6.69%
- DCH3.97%
- VGNT2.64%
Share classes counted separately95.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DCHWeight decreased · -9.30 pp13.27% → 3.97%Shares -2.44M (-63.43%)
- WFRDWeight decreased · -9.18 pp11.69% → 2.51%Shares -153.20K (-72.19%)
- XRAYWeight increased · +8.06 pp4.12% → 12.18%Shares +1.59M (+261.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ASHASHLAND INC View history and evidence | $33.54M | 17.47% | 509.00K shares | Prior unavailable +509.00K | New | ▾ |
| 02 | APTVAPTIV PLCCOM SHS View history and evidence | $27.86M | 14.51% | 453.84K shares | 13.06% → 14.51%+1.45 pp +130.87K (+40.52%) | Added | ▾ |
| 03 | KEXKIRBY CORP View history and evidence | $25.39M | 13.22% | 186.70K shares | 19.89% → 13.22%-6.67 pp -70.30K (-27.35%) | Reduced | ▾ |
| 04 | XRAYDENTSPLY SIRONA INC View history and evidence | $23.37M | 12.18% | 2.20M shares | 4.12% → 12.18%+8.06 pp +1.59M (+261.15%) | Added | ▾ |
| 05 | PVHPVH CORP View history and evidence | $19.04M | 9.92% | 256.43K shares | 5.20% → 9.92%+4.72 pp +128.43K (+100.33%) | Added | ▾ |
| 06 | NOMDNOMAD FOODS LTDUSD ORD SHS View history and evidence | $14.60M | 7.61% | 1.33M shares | 7.46% → 7.61%+0.15 pp +1.00K (+0.08%) | Added | ▾ |
| 07 | ABMABM INDUSTRIES INC View history and evidence | $13.64M | 7.10% | 308.29K shares | 4.94% → 7.10%+2.16 pp +88.29K (+40.13%) | Added | ▾ |
| 08 | OSKOSHKOSH CORP View history and evidence | $12.85M | 6.69% | 83.70K shares | 11.69% → 6.69%-5.00 pp -52.60K (-38.59%) | Reduced | ▾ |
| 09 | DCHDAUCH CORPORATION View history and evidence | $7.61M | 3.97% | 1.40M shares | 13.27% → 3.97%-9.30 pp -2.44M (-63.43%) | Reduced | ▾ |
| 10 | VGNTVERSIGENT PLCORDINARY SHARES View history and evidence | $5.07M | 2.64% | 120.66K shares | Prior unavailable +120.66K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DOLE DOLE PLC | Non-derivative | -675,948 | -$9.66M | SEC filing ↗ | SEC filing ↗ |
| MHK MOHAWK INDUSTRIES INC | Non-derivative | -40,000 | -$3.94M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1063296 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 191967442
}Take these holdings further.
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