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ATLANTIC INVESTMENT MANAGEMENT, INC.

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13F filer, CIK 1063296, New York, NY

ATLANTIC INVESTMENT MANAGEMENT, INC. reported $191,967,442 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 95.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001493152-26-038311

Period
2026-06-30
Reported value
$192M
Holdings
12
Top 10 weight
95.31%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ASHnew+509,000$33.5M
XRAYadded+1,593,000$16.9M
PVHadded+128,426$9.54M
APTVadded+130,871$8.03M
VGNTnew+120,656$5.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DCHreduced-2,435,580-$13.2M
WFRDreduced-153,200-$12.5M
DOLEexited-675,948-$9.66M
KEXreduced-70,300-$9.56M
OSKreduced-52,600-$8.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001493152-26-038311, largest first. % of portfolio is the value over $191,967,442, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,000 shares; 2025Q2: 296,320 shares; 2025Q3: 283,820 shares; 2025Q4: 212,977 shares; 2026Q1: not reported; 2026Q2: 509,000 shares 509,000$33.5M17.47%newTimeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673,971 shares; 2025Q2: 350,971 shares; 2025Q3: 305,471 shares; 2025Q4: 275,971 shares; 2026Q1: 322,971 shares; 2026Q2: 453,842 shares 453,842$27.9M14.51%+130,871Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,000 shares; 2026Q1: 257,000 shares; 2026Q2: 186,700 shares 186,700$25.4M13.22%-70,300Timeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610,000 shares; 2026Q2: 2,203,000 shares 2,203,000$23.4M12.18%+1,593,000Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,000 shares; 2025Q3: 100,000 shares; 2025Q4: not reported; 2026Q1: 128,000 shares; 2026Q2: 256,426 shares 256,426$19M9.92%+128,426Timeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,000 shares; 2025Q4: 538,772 shares; 2026Q1: 1,332,772 shares; 2026Q2: 1,333,772 shares 1,333,772$14.6M7.61%+1,000Timeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares; 2026Q1: 220,000 shares; 2026Q2: 308,287 shares 308,287$13.6M7.1%+88,287Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 230,000 shares; 2025Q1: 235,900 shares; 2025Q2: 209,100 shares; 2025Q3: 149,100 shares; 2025Q4: 154,600 shares; 2026Q1: 136,300 shares; 2026Q2: 83,700 shares 83,700$12.8M6.69%-52,600Timeline
DCHDAUCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,883,000 shares; 2026Q1: 3,840,000 shares; 2026Q2: 1,404,420 shares 1,404,420$7.61M3.97%-2,435,580Timeline
VGNTVERSIGENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,656 shares 120,656$5.07M2.64%newTimeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,109 shares; 2024Q4: 438,109 shares; 2025Q1: 572,809 shares; 2025Q2: 647,274 shares; 2025Q3: 360,566 shares; 2025Q4: 229,988 shares; 2026Q1: 212,223 shares; 2026Q2: 59,023 shares 59,023$4.81M2.51%-153,200Timeline
NESRNATIONAL ENERGY SERVICES REUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,000 shares; 2026Q2: 140,000 shares 140,000$4.19M2.18%+80,000Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DOLEDOLE PLC675,948$9.66Mshares
MHKMOHAWK INDS INC40,000$3.94Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001493152-26-038311 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001493152-26-038311 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001493152-26-023724 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001493152-26-007089 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001493152-25-023434 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001641172-25-023987 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001641172-25-010906 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001493152-25-006869 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001493152-24-045834 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001493152-24-032232 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001493152-24-019835 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001493152-24-006606 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001493152-23-041046 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001493152-23-028413 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001493152-23-017285 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001493152-23-004837 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001493152-22-032012 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001493152-22-022881 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001493152-22-013755 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0000905718-22-000309 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0000905718-21-001495 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0000905718-21-001069 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR/A 0000905718-21-000710 Quarter ended 2021-03-312021-05-18acceptance time not in the bulk data set
13F-HR 0000905718-21-000694 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0000905718-21-000236 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0000905718-20-001103 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0000905718-20-000853 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0000905718-20-000449 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0000905718-20-000195 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0000905718-19-000923 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0000905718-19-000685 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0000905718-19-000454 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0000905718-19-000190 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0000905718-18-000932 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0000905718-18-000747 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0000905718-18-000502 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0000905718-18-000212 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0000905718-17-000961 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0000905718-17-000768 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0000905718-17-000559 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0000905718-17-000239 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0000905718-16-001740 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0000905718-16-001614 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0000905718-16-001417 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0000905718-16-001185 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0000905718-15-000893 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0000905718-15-000727 Quarter ended 2015-06-302015-08-17acceptance time not in the bulk data set
13F-HR 0000905718-15-000458 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0000905718-15-000183 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0000905718-14-000740 Quarter ended 2014-09-302014-11-13acceptance time not in the bulk data set
13F-HR 0000905718-14-000518 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0000905718-14-000258 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0001140361-14-007872 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0001140361-13-042358 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0001140361-13-032942 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set