ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q1 2026 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2026-05-15

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $172M (100.0% shares, 0.0% debt)

Holdings (12)

New Positions (5)

DOLE DOLE PLC 5.6%

Value $9.659M Shares 675,948 Est. Cost $15.39 Unrealized 0.0%

PVH PVH CORPORATION 5.2%

Value $8.929M Shares 128,000 Est. Cost $66.09 Unrealized 0.0%

XRAY DENTSPLY SIRONA INC 4.1%

Value $7.076M Shares 610,000 Est. Cost $12.61 Unrealized 0.0%

MHK MOHAWK INDS INC 2.3%

Value $3.938M Shares 40,000 Est. Cost $123.48 Unrealized 0.0%

NESR NATIONAL ENERGY SERVICES REU 0.8%

Value $1.288M Shares 60,000 Est. Cost $20.43 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DOLE	DOLE PLC	675,948	$9.659M	5.6%	$15.39	0.0%	ORD SHS	G27907107
PVH	PVH CORPORATION	128,000	$8.929M	5.2%	$66.09	0.0%	COM	693656100
XRAY	DENTSPLY SIRONA INC	610,000	$7.076M	4.1%	$12.61	0.0%	COM	24906P109
MHK	MOHAWK INDS INC	40,000	$3.938M	2.3%	$123.48	0.0%	COM	608190104
NESR	NATIONAL ENERGY SERVICES REU	60,000	$1.288M	0.8%	$20.43	0.0%	SHS	G6375R107

Increased Positions (5)

DCH DAUCH CORP 13.3%

Value $22.77M (+88.7%) Shares 3,840,000 (+103.9%) Est. Cost $6.98 Unrealized +10.5%

KEX KIRBY CORP 19.9%

Value $34.15M (+39.0%) Shares 257,000 (+15.2%) Est. Cost $104.69 Unrealized +19.0%

NOMD NOMAD FOODS LTD 7.5%

Value $12.81M (+90.0%) Shares 1,332,772 (+147.4%) Est. Cost $13.70 Unrealized -9.8%

APTV APTIV PLC 13.1%

Value $22.43M (+6.8%) Shares 322,971 (+17.0%) Est. Cost $65.94 Unrealized +22.7%

ABM ABM INDS INC 4.9%

Value $8.474M (+0.2%) Shares 220,000 (+10.0%) Est. Cost $43.78 Unrealized +3.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DCH	DAUCH CORP	3,840,000 (+103.9%)	$22.77M (+88.7%)	13.3%	$6.98	+10.5%	COM	024061103
KEX	KIRBY CORP	257,000 (+15.2%)	$34.15M (+39.0%)	19.9%	$104.69	+19.0%	COM	497266106
NOMD	NOMAD FOODS LTD	1,332,772 (+147.4%)	$12.81M (+90.0%)	7.5%	$13.70	-9.8%	USD ORD SHS	G6564A105
APTV	APTIV PLC	322,971 (+17.0%)	$22.43M (+6.8%)	13.1%	$65.94	+22.7%	COM SHS	G3265R107
ABM	ABM INDS INC	220,000 (+10.0%)	$8.474M (+0.2%)	4.9%	$43.78	+3.0%	COM	000957100

Exited Positions (3)

AXTA AXALTA COATING SYS LTD 19.3%

Value $33.09M Shares 1,024,000 Est. Cost $29.91 Unrealized +12.6%

FLS FLOWSERVE CORP 12.7%

Value $21.79M Shares 314,000 Est. Cost $64.09 Unrealized +25.9%

ASH ASHLAND INC 7.3%

Value $12.5M Shares 212,977 Est. Cost $54.93 Unrealized +13.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AXTA	AXALTA COATING SYS LTD	1,024,000	$33.09M	19.3%	$29.91	+12.6%	—	G0750C108
FLS	FLOWSERVE CORP	314,000	$21.79M	12.7%	$64.09	+25.9%	—	34354P105
ASH	ASHLAND INC	212,977	$12.5M	7.3%	$54.93	+13.5%	—	044186104

Decreased Positions (2)

WFRD WEATHERFORD INTL PLC 11.7%

Value $20.07M (+11.5%) Shares 212,223 (-7.7%) Est. Cost $67.88 Unrealized +39.9%

OSK OSHKOSH CORP 11.7%

Value $20.06M (+3.3%) Shares 136,300 (-11.8%) Est. Cost $103.15 Unrealized +53.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WFRD	WEATHERFORD INTL PLC	212,223 (-7.7%)	$20.07M (+11.5%)	11.7%	$67.88	+39.9%	ORD SHS	G48833118
OSK	OSHKOSH CORP	136,300 (-11.8%)	$20.06M (+3.3%)	11.7%	$103.15	+53.2%	COM	688239201