ATLANTIC INVESTMENT MANAGEMENT, INC.

New York, NY · CIK 1063296 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2006 · corporation

As an employer

$192.0m reported value +11.8% vs Q1 2026

12positions

95.3%in top 10

2 new 6 added 4 reduced 2 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ASHLAND INC COM ASH	ASH	509,000	$33.5m17.47%	17.47%	New
2	APTIV PLC COM SHS APTV	APTV	453,842	$27.9m14.51%	14.51%	Added +130.9k	+130,871 40.5%
3	KIRBY CORP COM KEX	KEX	186,700	$25.4m13.22%	13.22%	Reduced -70.3k	-70,300 -27.4%
4	DENTSPLY SIRONA INC COM XRAY	XRAY	2,203,000	$23.4m12.18%	12.18%	Added +1.6m	+1,593,000 261.1%
5	PVH CORPORATION COM PVH	PVH	256,426	$19.0m9.92%	9.92%	Added +128.4k	+128,426 100.3%
6	NOMAD FOODS LTD USD ORD SHS NOMD	NOMD	1,333,772	$14.6m7.61%	7.61%	Added +1.0k	+1,000 0.1%
7	ABM INDS INC COM ABM	ABM	308,287	$13.6m7.10%	7.10%	Added +88.3k	+88,287 40.1%
8	OSHKOSH CORP COM OSK	OSK	83,700	$12.8m6.69%	6.69%	Reduced -52.6k	-52,600 -38.6%
9	AMERICAN AXLE & MFG HLDGS IN COM DCH	DCH	1,404,420	$7.6m3.97%	3.97%	Reduced -2.4m	-2,435,580 -63.4%
10	VERSIGENT PLC ORDINARY SHARES VGNT	VGNT	120,656	$5.1m2.64%	2.64%	New
11	WEATHERFORD INTL PLC ORD SHS WFRD	WFRD	59,023	$4.8m2.51%	2.51%	Reduced -153.2k	-153,200 -72.2%
12	NATIONAL ENERGY SERVICES REU SHS NESR	NESR	140,000	$4.2m2.18%	2.18%	Added +80.0k	+80,000 133.3%

Security	Ticker	Shares held before	Value then
DOLE PLC DOLE	DOLE	675,948	$9.7m675.9k shares
MOHAWK INDS INC MHK	MHK	40,000	$3.9m40.0k shares