1y return+17.1%S&P 500 +20.9%
3y return+22.2%S&P 500 +68.5%
5y return+32.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $147 against $255 in the S&P 500.2
Atlantic Investment Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ASHAshland Inc | $33.5M | 17.5% | New |
| Aptiv PLCCUSIP G3265R107 | $27.9M | 14.5% | +40.5% |
| KEXKirby Corp | $25.4M | 13.2% | −27.4% |
| XRAYDentsply Sirona Inc | $23.4M | 12.2% | +261.1% |
| PVHPvh Corporation | $19.0M | 9.9% | +100.3% |
| Nomad Foods LtdCUSIP G6564A105 | $14.6M | 7.6% | |
| ABMAbm Inds Inc | $13.6M | 7.1% | +40.1% |
| OSKOshkosh Corp | $12.8M | 6.7% | −38.6% |
| DCHDauch Corp | $7.6M | 4.0% | −63.4% |
| Versigent PLCCUSIP G9600F104 | $5.1M | 2.6% | New |
| Weatherford Intl PLCCUSIP G48833118 | $4.8M | 2.5% | −72.2% |
| National Energy Services ReuCUSIP G6375R107 | $4.2M | 2.2% | +133.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| OSKOshkosh Corp | December 31, 2024 | +61.4% | $12.8M |
| National Energy Services ReuCUSIP G6375R107 | March 31, 2026 | +39.4% | $4.2M |
| KEXKirby Corp | December 31, 2025 | +23.4% | $25.4M |
| Weatherford Intl PLCCUSIP G48833118 | June 30, 2023 | +22.7% | $4.8M |
| PVHPvh Corporation | March 31, 2026 | +6.5% | $19.0M |
| ABMAbm Inds Inc | December 31, 2025 | +4.6% | $13.6M |
| Aptiv PLCCUSIP G3265R107 | March 31, 2025 | +3.2% | $27.9M |
| XRAYDentsply Sirona Inc | March 31, 2026 | −8.5% | $23.4M |
| DCHDauch Corp | December 31, 2025 | −15.4% | $7.6M |
| Nomad Foods LtdCUSIP G6564A105 | September 30, 2025 | −16.7% | $14.6M |
Sold off last quarter
- Dole PLCCUSIP G27907107 was $9.7M
- MHKMohawk Inds Inc was $3.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.0% | +14.8% |
| March 31, 2026 | +1.7% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +15.5% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −12.2% | −4.6% |
| December 31, 2024 | +7.8% | +2.1% |
| September 30, 2024 | −5.6% | +5.4% |
| June 30, 2024 | −6.2% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +7.9% | +7.0% |
| December 31, 2022 | +20.4% | +7.1% |
| September 30, 2022 | −10.2% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
| December 31, 2021 | +12.9% | +10.7% |
| September 30, 2021 | −4.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atlantic Investment Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1063296&type=13F-HR&dateb=&owner=include&count=40CIK 1063296
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1063296/000149315226038311/Filed August 14, 2026 · accession 0001493152-26-038311