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ATLANTIC INVESTMENT MANAGEMENT, INC.

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13F filer, CIK 1063296, New York, NY

ATLANTIC INVESTMENT MANAGEMENT, INC. reported $177,626,221 across 10 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001493152-26-007089

Period
2025-12-31
Reported value
$178M
Holdings
10
Top 10 weight
100%
New
4
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KEXnew+223,000$24.6M
FLSnew+314,000$21.8M
DCHnew+1,883,000$12.1M
ABMnew+200,000$8.46M
AXTAadded+260,000$8.4M

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
GTLSexited-147,499-$29.5M
GPKexited-645,584-$12.6M
WFRDreduced-130,578-$10.2M
PVHexited-100,000-$8.38M
DOLEexited-330,000-$4.44M

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, Q4 2025

Share positions as resolved from 13F-HR 0001493152-26-007089, largest first. % of portfolio is the value over $177,626,221, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764,000 shares; 2025Q4: 1,024,000 shares 1,024,000$33.1M18.63%+260,000Timeline
KEXKIRBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,000 shares 223,000$24.6M13.83%newTimeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314,000 shares 314,000$21.8M12.26%newTimeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673,971 shares; 2025Q2: 350,971 shares; 2025Q3: 305,471 shares; 2025Q4: 275,971 shares 275,971$21M11.82%-29,500Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,000 shares; 2025Q1: 235,900 shares; 2025Q2: 209,100 shares; 2025Q3: 149,100 shares; 2025Q4: 154,600 shares 154,600$19.4M10.93%+5,500Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,109 shares; 2024Q4: 438,109 shares; 2025Q1: 572,809 shares; 2025Q2: 647,274 shares; 2025Q3: 360,566 shares; 2025Q4: 229,988 shares 229,988$18M10.13%-130,578Timeline
ASHASHLAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,000 shares; 2025Q2: 296,320 shares; 2025Q3: 283,820 shares; 2025Q4: 212,977 shares 212,977$12.5M7.03%-70,843Timeline
DCHDAUCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,883,000 shares 1,883,000$12.1M6.8%newTimeline
ABMABM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares 200,000$8.46M4.76%newTimeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722,000 shares; 2025Q4: 538,772 shares 538,772$6.74M3.79%-183,228Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
GTLSCHART INDS INC147,499$29.5Mshares
GPKGRAPHIC PACKAGING HLDG CO645,584$12.6Mshares
PVHPVH CORPORATION100,000$8.38Mshares
DOLEDOLE PLC330,000$4.44Mshares
BBWIBATH & BODY WORKS INC150,000$3.86Mshares

How Q4 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 0001493152-26-007089 base2026-02-17acceptance time not in the bulk data set