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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