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ATLANTIC INVESTMENT MANAGEMENT, INC.

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13F filer, CIK 1063296, New York, NY

ATLANTIC INVESTMENT MANAGEMENT, INC. reported $174,139,511 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 97.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001493152-25-023434

Period
2025-09-30
Reported value
$174M
Holdings
11
Top 10 weight
97.78%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AXTAnew+764,000$21.9M
GPKnew+645,584$12.6M
NOMDnew+722,000$9.49M
DOLEnew+330,000$4.44M
BBWInew+150,000$3.86M

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
GTLSreduced-127,200-$25.5M
WFRDreduced-286,708-$19.6M
BLDRexited-119,000-$13.9M
EMNexited-134,710-$10.1M
GTexited-915,000-$9.49M

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, Q3 2025

Share positions as resolved from 13F-HR 0001493152-25-023434, largest first. % of portfolio is the value over $174,139,511, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,070 shares; 2024Q4: 228,670 shares; 2025Q1: 205,399 shares; 2025Q2: 274,699 shares; 2025Q3: 147,499 shares 147,499$29.5M16.95%-127,200Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673,971 shares; 2025Q2: 350,971 shares; 2025Q3: 305,471 shares 305,471$26.3M15.12%-45,500Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,109 shares; 2024Q4: 438,109 shares; 2025Q1: 572,809 shares; 2025Q2: 647,274 shares; 2025Q3: 360,566 shares 360,566$24.7M14.17%-286,708Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764,000 shares 764,000$21.9M12.56%newTimeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,000 shares; 2025Q1: 235,900 shares; 2025Q2: 209,100 shares; 2025Q3: 149,100 shares 149,100$19.3M11.11%-60,000Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,000 shares; 2025Q2: 296,320 shares; 2025Q3: 283,820 shares 283,820$13.6M7.81%-12,500Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 645,584 shares 645,584$12.6M7.26%newTimeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,000 shares 722,000$9.49M5.45%newTimeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,000 shares; 2025Q3: 100,000 shares 100,000$8.38M4.81%-30,000Timeline
DOLEDOLE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330,000 shares 330,000$4.44M2.55%newTimeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,000 shares 150,000$3.86M2.22%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
BLDRBUILDERS FIRSTSOURCE INC119,000$13.9Mshares
EMNEASTMAN CHEM CO134,710$10.1Mshares
GTGOODYEAR TIRE & RUBR CO915,000$9.49Mshares
TEXTEREX CORP NEW155,000$7.24Mshares
WCCWESCO INTL INC32,500$6.02Mshares

How Q3 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 0001493152-25-023434 base2025-11-14acceptance time not in the bulk data set