Atlantic Investment Management·CIK 1063296
11
Positions
$196.0M
Portfolio Value
72
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GTLS | 23.08% | $45,229,190 |
| WFRD |
16.62% |
| $32,564,355 |
| APTV | 12.22% | $23,943,242 |
| OSK | 12.11% | $23,741,214 |
| ASH | 7.60% | $14,898,970 |
| BLDR | 7.09% | $13,886,110 |
| EMN | 5.13% | $10,057,449 |
| GT | 4.84% | $9,488,550 |
| PVH | 4.55% | $8,918,000 |
| TEX | 3.69% | $7,236,950 |
| WCC | 3.07% | $6,019,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDDAR | $15,887,102 | 8.88% |