Institutional Fund
Atlantic Investment Management, Inc.
New York, NYCIK 10632965 filings on record
Portfolio Value
$171.66M
Q1 2026
Holdings
12
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-3.4%
from $177.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kirby Corp19.9%
- American Axle & Mfg Hldgs In13.3%
- Aptiv PLC13.1%
- Weatherford Intl PLC11.7%
- Oshkosh Corp11.7%
- Nomad Foods Ltd7.5%
- Other22.9%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kirby Corp | 257.0K | $34.15M | 19.9% | +34.0K | Added |
| 2 | American Axle & Mfg Hldgs In | 3.84M | $22.77M | 13.3% | +1.96M | Added |
| 3 | Aptiv PLC | 323.0K | $22.43M | 13.1% | +47.0K | Added |
| 4 | Weatherford Intl PLC | 212.2K | $20.07M | 11.7% | −17.8K | Reduced |
| 5 | Oshkosh Corp | 136.3K | $20.06M | 11.7% | −18.3K | Reduced |
| 6 | Nomad Foods Ltd | 1.33M | $12.81M | 7.5% | +794.0K | Added |
| 7 | Dole PLC | 675.9K | $9.66M | 5.6% | +675.9K | New |
| 8 | Pvh Corporation | 128.0K | $8.93M | 5.2% | +128.0K | New |
| 9 | Abm Inds Inc | 220.0K | $8.47M | 4.9% | +20.0K | Added |
| 10 | Dentsply Sirona Inc | 610.0K | $7.08M | 4.1% | +610.0K | New |
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