ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q4 2025 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2026-02-17

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $178M (100.0% shares, 0.0% debt)

Holdings (10)

AXTA AXALTA COATING SYS LTD 18.6%

Value $33.09M Shares 1,024,000 Est. Cost — Unrealized —

KEX KIRBY CORP 13.8%

Value $24.57M Shares 223,000 Est. Cost — Unrealized —

FLS FLOWSERVE CORP 12.3%

Value $21.79M Shares 314,000 Est. Cost — Unrealized —

APTV APTIV PLC 11.8%

Value $21M Shares 275,971 Est. Cost — Unrealized —

OSK OSHKOSH CORP 10.9%

Value $19.42M Shares 154,600 Est. Cost — Unrealized —

WFRD WEATHERFORD INTL PLC 10.1%

Value $18M Shares 229,988 Est. Cost — Unrealized —

ASH ASHLAND INC 7.0%

Value $12.5M Shares 212,977 Est. Cost — Unrealized —

DCH AMERICAN AXLE & MFG HLDGS IN 6.8%

Value $12.07M Shares 1,883,000 Est. Cost — Unrealized —

ABM ABM INDS INC 4.8%

Value $8.46M Shares 200,000 Est. Cost — Unrealized —

NOMD NOMAD FOODS LTD 3.8%

Value $6.74M Shares 538,772 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AXTA	AXALTA COATING SYS LTD	1,024,000	$33.09M	18.6%	—	—	COM	G0750C108
KEX	KIRBY CORP	223,000	$24.57M	13.8%	—	—	COM	497266106
FLS	FLOWSERVE CORP	314,000	$21.79M	12.3%	—	—	COM	34354P105
APTV	APTIV PLC	275,971	$21M	11.8%	—	—	COM SHS	G3265R107
OSK	OSHKOSH CORP	154,600	$19.42M	10.9%	—	—	COM	688239201
WFRD	WEATHERFORD INTL PLC	229,988	$18M	10.1%	—	—	ORD SHS	G48833118
ASH	ASHLAND INC	212,977	$12.5M	7.0%	—	—	COM	044186104
DCH	AMERICAN AXLE & MFG HLDGS IN	1,883,000	$12.07M	6.8%	—	—	COM	024061103
ABM	ABM INDS INC	200,000	$8.46M	4.8%	—	—	COM	000957100
NOMD	NOMAD FOODS LTD	538,772	$6.74M	3.8%	—	—	USD ORD SHS	G6564A105