13F HOLDINGS REPORT
ATLANTIC INVESTMENT MANAGEMENT, INC.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001493152-26-007089
Total Value
$177.6M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AXALTA COATING SYS LTD | AXTA | 1,024,000 | $33.1M | 18.63% |
| 2 | KIRBY CORP | KEX | 223,000 | $24.6M | 13.83% |
| 3 | FLOWSERVE CORP | FLS | 314,000 | $21.8M | 12.26% |
| 4 | APTIV PLC | APTV | 275,971 | $21.0M | 11.82% |
| 5 | OSHKOSH CORP | OSK | 154,600 | $19.4M | 10.93% |
| 6 | WEATHERFORD INTL PLC | G48833118 | 229,988 | $18.0M | 10.13% |
| 7 | ASHLAND INC | ASH | 212,977 | $12.5M | 7.03% |
| 8 | AMERICAN AXLE & MFG HLDGS IN | 024061103 | 1,883,000 | $12.1M | 6.80% |
| 9 | ABM INDS INC | 000957100 | 200,000 | $8.5M | 4.76% |
| 10 | NOMAD FOODS LTD | NOMD | 538,772 | $6.7M | 3.79% |