ATLANTIC INVESTMENT MANAGEMENT, INC.
Top Portfolio Positions
10 positions ·
$177,626,218 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AXTA |
Axalta Coating Systems Ltd.
Basic Materials
|
1,024,000 | $33,085,440 | 18.63% |
| KEX |
Kirby Corp
Industrials
|
223,000 | $24,570,140 | 13.83% |
| FLS |
Flowserve Corp
Industrials
|
314,000 | $21,785,320 | 12.26% |
| APTV |
Aptiv PLC
Consumer Cyclical
|
275,971 | $20,998,633 | 11.82% |
| OSK |
Oshkosh Corp
Industrials
|
154,600 | $19,422,398 | 10.93% |
| WFRD |
Weatherford International plc
Energy
|
229,988 | $17,998,860 | 10.13% |
| ASH |
Ashland Inc.
Basic Materials
|
212,977 | $12,495,360 | 7.03% |
| DCH |
Dauch Corp
Consumer Cyclical
|
1,883,000 | $12,070,030 | 6.80% |
| ABM |
Abm Industries Inc /De/
Industrials
|
200,000 | $8,460,000 | 4.76% |
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
538,772 | $6,740,037 | 3.79% |
Portfolio Trend
Holdings in NOMD
Export CSVShares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $6,740,037 | 538,772 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,494,300 | 722,000 | Shares | Sole | 2025-11-14 | |
| 2022-06-30 | $1,999,000 | 100,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,064,400 | 180,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,144,380 | 242,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,031,600 | 110,000 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $3,569,800 | 130,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,431,700 | 135,000 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $643,500 | 30,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,874,560 | 101,000 | Shares | Sole | 2020-05-15 | |
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