13F filing recap · Q1 2026

What did Atlantic Investment Management buy in Q1 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$171.66M

Positions

Estimated turnover

74.7%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Atlantic Investment Management opened new positions in Dole, PVH, Dentsply Sirona, Mohawk Industries, and National Energy Services Reunited, while exiting Ashland, Flowserve, and Axalta Coating Systems. The firm also added to Kirby, American Axle & Manufacturing, Aptiv, Nomad Foods, and ABM Industries, with the American Axle and Nomad Foods increases standing out as particularly sharp. Weatherford International and Oshkosh were trimmed.

New positions

DOLEDole Plc$9.66Mreported value+675.9K shares PVHPvh Corp.$8.93Mreported value+128.0K shares XRAYDentsply Sirona Inc.$7.08Mreported value+610.0K shares MHKMohawk Industries, Inc.$3.94Mreported value+40.0K shares NESR

Increased positions

KEXKirby Corporation$34.15Mreported value+34.0K shares+15.2%DCHAmerican Axle & Manufacturing Holdings, Inc. (now Dauch Corporation)$22.77Mreported value+1.96M shares+103.9%APTVAptiv Plc$22.43Mreported value+47.0K shares+17.0%NOMDNomad Foods Limited$12.81Mreported value+794.0K shares

Reduced positions

WFRDWeatherford International Plc$20.07Mreported value-17.8K shares-7.7%OSKOshkosh Corporation$20.06Mreported value-18.3K shares-11.8%

Exited positions

AXTAAxalta Coating Systems Ltd.$33.09Mprior reported value-1.02M shares-100.0%FLSFlowserve Corp$21.79Mprior reported value-314.0K shares-100.0%ASHAshland Inc.$12.50Mprior reported value-213.0K shares-100.0%