13F HOLDINGS REPORT
ATLANTIC INVESTMENT MANAGEMENT, INC.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001641172-25-023987
Total Value
$196.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHART INDS INC | 16115Q308 | 274,699 | $45.2M | 23.08% |
| 2 | WEATHERFORD INTL PLC | G48833118 | 647,274 | $32.6M | 16.62% |
| 3 | APTIV PLC | APTV | 350,971 | $23.9M | 12.22% |
| 4 | OSHKOSH CORP | OSK | 209,100 | $23.7M | 12.11% |
| 5 | ASHLAND INC | ASH | 296,320 | $14.9M | 7.60% |
| 6 | BUILDERS FIRSTSOURCE INC | BLDR | 119,000 | $13.9M | 7.09% |
| 7 | EASTMAN CHEM CO | EMN | 134,710 | $10.1M | 5.13% |
| 8 | GOODYEAR TIRE & RUBR CO | 382550101 | 915,000 | $9.5M | 4.84% |
| 9 | PVH CORPORATION | PVH | 130,000 | $8.9M | 4.55% |
| 10 | TEREX CORP NEW | TEX | 155,000 | $7.2M | 3.69% |
| 11 | WESCO INTL INC | 95082P105 | 32,500 | $6.0M | 3.07% |