ATLANTIC INVESTMENT MANAGEMENT, INC.
Long book
$171.7M
Q1 2026
Positions
12
Top-10 weight
97%
concentration
Last quarter
-1.2%
SPY +14.8%
Turnover
53%
of book per quarter
Strategy in plain words
auto-generated from filingsATLANTIC INVESTMENT MANAGEMENT, INC. is a concentrated fundamental stock-picker, specialised in industrials (66% of the long book), running a $171.7M US long book across 12 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: KIRBY CORP, DAUCH CORPORATION, APTIV PLC, WEATHERFORD INTERNATIONAL PL, OSHKOSH CORP.
Over the last 9 quarters its long book ran on average 2.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-8.0%
Q2 2024
-1.9%
Q3 2024
+19.8%
Q4 2024
-12.6%
Q1 2025
+11.0%
Q2 2025
+11.6%
Q3 2025
-1.3%
Q4 2025
-0.2%
Q1 2026
-1.2%
Sector allocation
Industrials 58%
Other 19%
Consumer staples 13%
Services media 5%
Healthcare 4%
Energy 1%
Long book by quarter
What does ATLANTIC INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| KEX KIRBY CORP | Industrials | 257.0K | $34.2M | 19.9% | +15.2% |
| DCH DAUCH CORPORATION | Industrials | 3.8M | $22.8M | 13.3% | +103.9% |
| APTV APTIV PLC | Industrials | 323.0K | $22.4M | 13.1% | +17.0% |
| 0WE WEATHERFORD INTERNATIONAL PL | — | 212.2K | $20.1M | 11.7% | -7.7% |
| OSK OSHKOSH CORP | Industrials | 136.3K | $20.1M | 11.7% | -11.8% |
| NOMD NOMAD FOODS LTD | Consumer staples | 1.3M | $12.8M | 7.5% | +147.4% |
| DOLE DOLE PLC | Consumer staples | 675.9K | $9.7M | 5.6% | New |
| PVH PVH CORP | Other | 128.0K | $8.9M | 5.2% | New |
| ABM ABM INDUSTRIES INC | Services media | 220.0K | $8.5M | 4.9% | +10.0% |
| XRAY DENTSPLY SIRONA INC | Healthcare | 610.0K | $7.1M | 4.1% | New |
| MHK MOHAWK INDUSTRIES INC | Other | 40.0K | $3.9M | 2.3% | New |
| NESR NATIONAL ENERGY SERVICES REU | Energy | 60.0K | $1.3M | 0.8% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 12 | $171.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 10 | $177.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 11 | $174.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 11 | $196.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 9 | $179.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 10 | $207.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 7 | $204.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 12 | $221.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 11 | $227.8M | canonical | SEC ↗ |