Soviero Asset Management, LP: AMTM position timeline

Soviero Asset Management, LP held 150,000 AMTM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 150,000 shares

   Change vs previous 13F -90,000 shares

   1.5% of the 13F portfolio, value $3,100,500.

   13F-HR 0001013594-26-000896 filed by Soviero Asset Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 240,000 shares

   Change vs previous 13F +62,000 shares

   3.51% of the 13F portfolio, value $6,259,200.

   13F-HR 0001013594-26-000593 filed by Soviero Asset Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 178,000 shares

   Change vs previous 13F +23,000 shares

   2.7% of the 13F portfolio, value $5,162,000.

   13F-HR 0001013594-26-000247 filed by Soviero Asset Management, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 155,000 shares

   Change vs previous 13F +45,000 shares

   2.29% of the 13F portfolio, value $3,712,250.

   13F-HR 0001013594-25-001408 filed by Soviero Asset Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 110,000 shares

   Change vs previous 13F not available

   1.9% of the 13F portfolio, value $2,597,100.

   13F-HR 0001013594-25-001006 filed by Soviero Asset Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).