13F filing recap · Q2 2026

What did Atlantic Investment Management buy in Q2 2026?

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

Stock value

$191.97M

Positions

Estimated turnover

75.0%

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 Ashland Inc. and Versigent Plc, while exiting Mohawk Industries and Dole Plc entirely. The firm substantially increased its stake in Aptiv Plc and dramatically added to Dentsply Sirona Inc. and Pvh Corp. It also substantially trimmed Oshkosh Corporation, American Axle & Manufacturing Holdings, and Weatherford International Plc, with a moderate reduction in Kirby Corporation.

New positions

ASHAshland Inc.$33.54Mreported value+509.0K shares VGNTVersigent Plc$5.07Mreported value+120.7K shares

Increased positions

APTVAptiv Plc$27.86Mreported value+130.9K shares+40.5%XRAYDentsply Sirona Inc.$23.37Mreported value+1.59M shares+261.1%PVHPvh Corp.$19.04Mreported value+128.4K shares+100.3%NOMDNomad Foods Limited$14.60Mreported value+1.0K shares

Reduced positions

KEXKirby Corporation$25.39Mreported value-70.3K shares-27.4%OSKOshkosh Corporation$12.85Mreported value-52.6K shares-38.6%DCHAmerican Axle & Manufacturing Holdings, Inc. (now Dauch Corporation)$7.61Mreported value-2.44M shares-63.4%WFRDWeatherford International Plc$4.81Mreported value

Exited positions

DOLEDole Plc$9.66Mprior reported value-675.9K shares-100.0%MHKMohawk Industries, Inc.$3.94Mprior reported value-40.0K shares-100.0%