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Atlantic Investment Management, Inc. Top Holdings and 13F Report (2025)

About Atlantic Investment Management, Inc.

Investment Activity

  • Atlantic Investment Management, Inc. has $171.66 million in total holdings as of June 30, 2025.
  • Atlantic Investment Management, Inc. owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 34.18% of the portfolio was purchased this quarter.
  • About 41.79% of the portfolio was sold this quarter.
  • This quarter, Atlantic Investment Management, Inc. has purchased 10 new stocks and bought additional shares in 5 stocks.
  • Atlantic Investment Management, Inc. sold shares of 2 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Kirby
$34,150,160
DAUCH CORP
$22,771,200
APTIV PLC
$22,427,106
Oshkosh
$20,064,723

Largest New Holdings this Quarter

G27907107 - Dole
$9,659,297 Holding
693656100 - PVH
$8,929,280 Holding
24906P109 - DENTSPLY SIRONA
$7,076,000 Holding
608190104 - Mohawk Industries
$3,938,400 Holding
G6375R107 - National Energy Services Reunited
$1,288,200 Holding

Largest Purchases this Quarter

DAUCH CORP
1,957,000 shares (about $11.61M)
Dole
675,948 shares (about $9.66M)
PVH
128,000 shares (about $8.93M)
Nomad Foods
794,000 shares (about $7.63M)
DENTSPLY SIRONA
610,000 shares (about $7.08M)

Largest Sales this Quarter

Oshkosh
18,300 shares (about $2.69M)
Weatherford International
17,765 shares (about $1.68M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlantic Investment Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Kirby Corporation stock logo
KEX
Kirby
$34,150,160$4,517,920 â–²15.2%257,00019.9%Transportation
DAUCH CORP
$22,771,200$11,605,010 â–²103.9%3,840,00013.3%COM
APTIV PLC
$22,427,106$3,263,680 â–²17.0%322,97113.1%COM SHS
Weatherford International PLC stock logo
WFRD
Weatherford International
$20,072,051$1,680,214 â–¼-7.7%212,22311.7%Energy
Oshkosh Corporation stock logo
OSK
Oshkosh
$20,064,723$2,693,943 â–¼-11.8%136,30011.7%Auto/Tires/Trucks
Nomad Foods Limited stock logo
NOMD
Nomad Foods
$12,807,939$7,630,340 â–²147.4%1,332,7727.5%Consumer Staples
Dole PLC stock logo
DOLE
Dole
$9,659,297$9,659,297 â–²New Holding675,9485.6%Consumer Staples
PVH Corp. stock logo
PVH
PVH
$8,929,280$8,929,280 â–²New Holding128,0005.2%Consumer Discretionary
ABM Industries Incorporated stock logo
ABM
ABM Industries
$8,474,400$770,400 â–²10.0%220,0004.9%Business Services
DENTSPLY SIRONA Inc. stock logo
XRAY
DENTSPLY SIRONA
$7,076,000$7,076,000 â–²New Holding610,0004.1%Medical
Mohawk Industries, Inc. stock logo
MHK
Mohawk Industries
$3,938,400$3,938,400 â–²New Holding40,0002.3%Consumer Discretionary
National Energy Services Reunited stock logo
NESR
National Energy Services Reunited
$1,288,200$1,288,200 â–²New Holding60,0000.8%Energy
Axalta Coating Systems Ltd. stock logo
AXTA
Axalta Coating Systems
$0$33,085,440 â–¼-100.0%00.0%Basic Materials
Flowserve Corporation stock logo
FLS
Flowserve
$0$21,785,320 â–¼-100.0%00.0%Industrials
Ashland Inc. stock logo
ASH
Ashland
$0$12,495,361 â–¼-100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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