ATLANTIC INVESTMENT MANAGEMENT, INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DAUCH CORP | 1,883,000 | 3,840,000 | +1,957,000 | 12,070,030 | 22,771,200 | 13.27% | +10,701,170 |
| DOLE PLC(DOLE) | 0 | 675,948 | +675,948 | 0 | 9,659,297 | 5.63% | +9,659,297 |
| KIRBY CORP(KEX) | 223,000 | 257,000 | +34,000 | 24,570,140 | 34,150,160 | 19.89% | +9,580,020 |
| PVH CORPORATION(PVH) | 0 | 128,000 | +128,000 | 0 | 8,929,280 | 5.20% | +8,929,280 |
| DENTSPLY SIRONA INC(XRAY) | 0 | 610,000 | +610,000 | 0 | 7,076,000 | 4.12% | +7,076,000 |
| NOMAD FOODS LTD(NOMD) | 538,772 | 1,332,772 | +794,000 | 6,740,038 | 12,807,939 | 7.46% | +6,067,901 |
| MOHAWK INDS INC(MHK) | 0 | 40,000 | +40,000 | 0 | 3,938,400 | 2.29% | +3,938,400 |
| WEATHERFORD INTL PLC(WFRD) | 229,988 | 212,223 | -17,765 | 17,998,861 | 20,072,051 | 11.69% | +2,073,190 |
| APTIV PLC(APTV) | 275,971 | 322,971 | +47,000 | 20,998,633 | 22,427,106 | 13.06% | +1,428,473 |
| NATIONAL ENERGY SERVICES REU SHS | 0 | 60,000 | +60,000 | 0 | 1,288,200 | 0.75% | +1,288,200 |
| OSHKOSH CORP(OSK) | 154,600 | 136,300 | -18,300 | 19,422,398 | 20,064,723 | 11.69% | +642,325 |
| ABM INDS INC | 200,000 | 220,000 | +20,000 | 8,460,000 | 8,474,400 | 4.94% | +14,400 |
| ASHLAND INC(ASH) | 212,977 | 0 | -212,977 | 12,495,361 | 0 | — | -12,495,361 |
| FLOWSERVE CORP(FLS) | 314,000 | 0 | -314,000 | 21,785,320 | 0 | — | -21,785,320 |
| AXALTA COATING SYS LTD(AXTA) | 1,024,000 | 0 | -1,024,000 | 33,085,440 | 0 | — | -33,085,440 |