Vault-13

ATLANTIC INTL CORP CIRC

COM · Common Stock · CUSIP 048592109

53 institutional holders +14 vs Q4 2025
2,728,1952.7m shares reported held*
3.4% of all shares outstanding*
$8.3mreported value*
15 new 19 added 10 reduced 4 sold out net bought ≈ $1.6m (+542.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($52 this quarter). Holder counts are more reliable. Shares outstanding: 79.4m as of 2026-04-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.03.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 1Q1 25: 9Q2 25: 27Q3 25: 41Q4 25: 39Q1 26: 5353Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q4 20241
Q1 20259
Q2 202527
Q3 202541
Q4 202539
Q1 202653

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 25: 8 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 26 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 8 cut or sold outQ3 25Q4 25: 13 bought or addedQ4 25: 25 cut or sold outQ4 25Q1 26: 34 bought or addedQ1 26: 14 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q1 202580
Q2 2025263
Q3 2025298
Q4 20251325
Q1 20263414

Biggest buyers

BlackRock, Inc. Added +202,861+202.9k
GEODE CAPITAL MANAGEMENT, LLC Added +191,529+191.5k
AQR CAPITAL MANAGEMENT LLC New +45,383+45.4k
STATE STREET CORP Added +40,600+40.6k
NORTHERN TRUST CORP Added +30,577+30.6k
CITADEL ADVISORS LLC New +22,244+22.2k
STRS OHIO Added +19,000+19.0k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC New +13,194+13.2k
XTX Topco Ltd New +11,010+11.0k
PRELUDE CAPITAL MANAGEMENT, LLC New +10,852+10.9k

Biggest sellers

MORGAN STANLEY Reduced -23,152-23.2k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Sold out -19,398-19.4k
LOS ANGELES CAPITAL MANAGEMENT LLC Sold out -11,025-11.0k
BARCLAYS PLC Reduced -7,350-7.3k
BANK OF AMERICA CORP /DE/ Sold out -4,180-4.2k
WELLS FARGO & COMPANY/MN Reduced -3,399-3.4k
BNP PARIBAS FINANCIAL MARKETS Reduced -1,763-1.8k
ROYAL BANK OF CANADA Reduced -879-879
GOLDMAN SACHS GROUP INC Reduced -689-689
RHUMBLINE ADVISERS Reduced -343-343

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SPP Credit Advisors, LLC 13D · may seek influence new · filed 2025-05-15
Stated purposeThe Reporting Person received the securities referred to on Item 3 above by purchasing the shares and the Convertible Note at a Uniform Commercial Code sale proceeding after exercising its post-default collateral remedies. The Reporting Person may dispose of the shares or Convertible Notes from time to time, based on market conditions and other business considerations, and expects to dispose of as many shares as possible under applicable limitations over the next several months. Other than as set forth herein, the Reporting Person does not have any plans or proposals what would relate to or would result in (a) the acquisition by any person of additional securities of the issuer, or the disposition of securities of the issuer; (b) an extraordinary corporate transaction, such as a merger, … Full filing
42.0% new 26.4m≈ $24.3m 2025-05-15
Franke Guus Paul Wilhelm 13D · may seek influence new · filed 2026-02-10
Stated purposeThe information set forth in or incorporated by reference in Item 3 and Item 6 of this Schedule 13D is hereby incorporated by reference in its entirety into this Item 4. The Reporting Persons acquired the securities described in this Schedule 13D for investment purposes. The Reporting Persons review their investment in the Issuer on a continuing basis. Depending on various factors, including, without limitation, the Issuer's financial position and strategic direction, actions taken by the board of directors (the "Atlantic Board"), price levels of the Common Stock, other investment opportunities available to the Reporting Persons, conditions in the securities markets and general economic and industry conditions ("Evaluation Factors"), the Reporting Persons may from time to time and at any … Full filing
16.7% new 12.5m≈ $11.5m 2026-02-10
Jagid Jeffrey M 13D · may seek influence +2.2 pts · filed 2026-01-07
Stated purposeThere are no plans or proposals which the reporting person has which may result in any of the matters listed. Full filing
13.8% +2.2 pts 8.2m≈ $7.6m 2026-01-07
Bressman Andrew 13D · may seek influence +0.8 pts · filed 2026-01-07
Stated purposeThe Reporting Person received the securities referred to on Item 3 above in consideration of the Merger Agreement and his Consulting Agreement. The Reporting Person does not have a present plan or proposal that relates to or would result in any of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D of the Securities Exchange Act of 1934. Full filing
11.9% +0.8 pts 7.0m≈ $6.4m 2026-01-07
Pequod Consulting LLC 13D · may seek influence new · filed 2025-01-16
Stated purposeThe Reporting Person received the securities referred to on Item 3 above as consideration under its Consulting Agreement. The Reporting Person does not have a present plan or proposal that relates to or would result in any of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D of the Securities Exchange Act of 1934. Full filing
6.9% new 4.3m≈ $4.0m 2025-01-16
Jones Raymond 13D · may seek influence new · filed 2025-01-16
Stated purposeThe acquisition of the securities of the Issuer was for investment purposes. Full filing
5.3% new 3.3m≈ $3.0m 2025-01-16

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 24: 4 buyingQ2 24: 0 sellingQ3 24: 2 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 3 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20244$17.6m0——
Q3 20242$21.6k0——
Q4 20240—0——
Q1 20253—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 518,841518.8k $1.6m $1.6m 0.00% First filing
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 495,994496.0k $1.5m $1.5m 0.00% Added +202.9k +202,861
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 473,124473.1k $1.4m $1.4m 0.00% Added +191.5k +191,529
4 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 400,087400.1k $1.2m $1.2m 0.00% Added +87 +87
5 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 192,696192.7k $583.9k $583.9k 0.00% First filing
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 144,459144.5k $437.7k $437.7k 0.00% Added +40.6k +40,600
7 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 108,766108.8k $329.6k $329.6k 0.00% Added +30.6k +30,577
8 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 53,90053.9k $163.3k $163.3k 0.00% Added +19.0k +19,000
9 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 50,81750.8k $154.0k $154.0k 0.00% Unchanged
10 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 45,38345.4k $137.5k $137.5k 0.00% New
11 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 42,28542.3k $128.1k $128.1k 0.00% Reduced -7.3k -7,350
12 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 40,28240.3k $122.1k $122.1k 0.00% First filing
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,24422.2k $67.4k $67.4k 0.00% New
14 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 18,84018.8k $57.1k $57.1k 0.00% Unchanged
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 13,19413.2k $40.0k $40.0k 0.00% New
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 11,38411.4k $34.5k $34.5k 0.00% Reduced -689 -689
17 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 11,01011.0k $33.4k $33.4k 0.00% New
18 PRELUDE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 10,85210.9k $32.9k $32.9k 0.00% New
19 Cygnus Capital Advisors, LLC 0.02% of their portfolio ATLANTA, GA 10,71210.7k $32.0k $32.0k 0.02% New
20 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,12910.1k $30.7k $30.7k 0.00% New
21 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8,7928.8k $26.6k $26.6k 0.00% Reduced -343 -343
22 FMR LLC 0.00% of their portfolio BOSTON, MA 7,4027.4k $22.4k $22.4k 0.00% Added +1.6k +1,570
23 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 5,8555.9k $17.7k $17.7k 0.00% Reduced -70 -70
24 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 5,7475.7k $17.4k $17.4k 0.00% First filing
25 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,9184.9k $14.9k $14.9k 0.00% Reduced -1.8k -1,763
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,3033.3k $10.1k $10.1k 0.00% Added +1.1k +1,149
27 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,1213.1k $9.5k $9.5k 0.00% Added +2.9k +2,911
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,9783.0k $9.0k $9.0k 0.00% Reduced -23.2k -23,152
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,5642.6k $7.8k $7.8k 0.00% Reduced -3.4k -3,399
30 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 2,5582.6k $7.8k $7.8k 0.00% Added +68 +68
31 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,3341.3k $4.0k $4.0k 0.00% Added +39 +39
32 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,0991.1k $3.3k $3.3k 0.00% Unchanged
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,0061.0k $3.0k $3.0k 0.00% Added +182 +182
34 Legal & General Group Plc 0.00% of their portfolio London, X0 987987 $3.0k $3.0k 0.00% Unchanged
35 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 301301 $912 $912 0.00% Reduced -82 -82
36 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 295295 $894 $894 0.00% Added +172 +172
37 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 176176 $533 $533 0.00% Unchanged
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 149149 $0 $0 0.00% Reduced -879 -879
39 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 133133 $403 $403 0.00% Added +130 +130
40 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 126126 $382 $382 0.00% Reduced -235 -235
41 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 102102 $308 $308 0.00% Added +99 +99
42 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8888 $267 $267 0.00% Added +18 +18
43 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5858 $176 $176 0.00% Added +55 +55
44 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2929 $88 $88 0.00% Added +28 +28
45 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1818 $63 $63 0.00% Added +11 +11
46 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1717 $52 $52 0.00% New
47 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1414 $42 $42 0.00% New
48 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 1313 $40 $40 0.00% New
49 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 1313 $39 $39 0.00% New
50 Wealth Preservation Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 77 $21 $21 0.00% New
51 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 66 $19 $19 0.00% New
52 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 33 $9 $9 0.00% New
53 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 11 $4 $4 0.00% New