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ATLANTIC INVESTMENT MANAGEMENT, INC.

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13F filer, CIK 1063296, New York, NY

ATLANTIC INVESTMENT MANAGEMENT, INC. reported $178,988,549 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001641172-25-010906

Period
2025-03-31
Reported value
$179M
Holdings
9
Top 10 weight
100%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APTVnew+673,971$40.1M
EMNnew+251,583$22.2M
ASHnew+125,000$7.41M
WFRDadded+134,700$7.21M
OSKadded+5,900$555K

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
APTIV IRISH HOLDINGS LTDexited-763,955-$46.2M
FMCexited-321,000-$15.6M
GTexited-1,311,485-$11.8M
HUNexited-200,000-$3.61M
GTLSreduced-23,271-$3.36M

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, Q1 2025

Share positions as resolved from 13F-HR 0001641172-25-010906, largest first. % of portfolio is the value over $178,988,549, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673,971 shares 673,971$40.1M22.4%newTimeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,109 shares; 2024Q4: 438,109 shares; 2025Q1: 572,809 shares 572,809$30.7M17.14%+134,700Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,070 shares; 2024Q4: 228,670 shares; 2025Q1: 205,399 shares 205,399$29.7M16.57%-23,271Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,000 shares; 2025Q1: 235,900 shares 235,900$22.2M12.4%+5,900Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,583 shares 251,583$22.2M12.38%newTimeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 589,050 shares; 2025Q1: 508,550 shares 508,550$15.9M8.88%-80,500Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,000 shares 125,000$7.41M4.14%newTimeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,038 shares; 2024Q4: 155,000 shares; 2025Q1: 155,000 shares 155,000$5.86M3.27%0Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,000 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares 32,500$5.05M2.82%0Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD763,955$46.2Mshares
FMCFMC CORP321,000$15.6Mshares
GTGOODYEAR TIRE & RUBR CO1,311,485$11.8Mshares
HUNHUNTSMAN CORP200,000$3.61Mshares

How Q1 2025 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 0001641172-25-010906 base2025-05-15acceptance time not in the bulk data set