ATLANTIC INVESTMENT MANAGEMENT, INC.
Top Portfolio Positions
12 positions ·
$171,658,754 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KEX |
Kirby Corp
Industrials
|
257,000 | $34,150,160 | 19.89% | |
| DCH |
Dauch Corp
Consumer Cyclical
|
3,840,000 | $22,771,200 | 13.27% | |
| APTV |
Aptiv PLC
Consumer Cyclical
|
322,971 | $22,427,106 | 13.06% | |
| WFRD |
Weatherford International plc
Energy
|
212,223 | $20,072,051 | 11.69% | |
| OSK |
Oshkosh Corp
Industrials
|
136,300 | $20,064,723 | 11.69% | |
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
1,332,772 | $12,807,938 | 7.46% | |
| DOLE |
Dole plc
Consumer Defensive
|
675,948 | $9,659,296 | 5.63% | |
| PVH |
Pvh Corp. /De/
Consumer Cyclical
|
128,000 | $8,929,280 | 5.20% | |
| ABM |
Abm Industries Inc /De/
Industrials
|
220,000 | $8,474,400 | 4.94% | |
| XRAY |
DENTSPLY SIRONA Inc.
Healthcare
|
610,000 | $7,076,000 | 4.12% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NESR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,288,200 | 60,000 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||