Atlantic Investment Management, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Atlantic Investment Management, Inc. reported 10 stock positions worth $207.0 million. Its top holding was Aptiv Irish (APTV) at 22.3% of the portfolio, followed by Chart Industries (GTLS, 21.1%) and Weatherford International PL (WFRD, 15.2%). Compared with Q3 2024, it opened 4 new positions, sold out of 1, added to 2 and reduced 3. The biggest buy was a new position in Oshkosh (OSK) and the biggest sale Wesco International (WCC, shares −83%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001063296
Portfolio Value
$207.0M (Q4 2024)
SEC Filing
0001493152-25-006869 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $227.8M Q1 2024 Q2 2024: $221.9M Q2 2024 Q3 2024: $204.8M Q3 2024 Q4 2024: $207.0M $207.0M Q4 2024 Q1 2025: $179.0M Q1 2025 Q2 2025: $196.0M Q2 2025 Q3 2025: $174.1M Q3 2025 Q4 2025: $177.6M Q4 2025 Q1 2026: $171.7M Q1 2026 Q2 2026: $192.0M Q2 2026

Holdings 10 stocks · $207.0M
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 22.32% 763,955 $46.2M Add +25.6%
GTLS Chart Industries Inc. 21.08% 228,670 $43.6M Reduce -46.7%
WFRD Weatherford International PL 15.16% 438,109 $31.4M Add +55.9%
OSK Oshkosh Corp. 10.56% 230,000 $21.9M New
DAR Darling Ingredients Inc. 9.59% 589,050 $19.8M New
FMC FMC Corp. 7.54% 321,000 $15.6M New
GT Goodyear Tire & Rubber Co. 5.70% 1,311,485 $11.8M New
TEX Terex Corp. 3.46% 155,000 $7.2M Reduce -75.2%
WCC Wesco International Inc. 2.84% 32,500 $5.9M Reduce -83.3%
HUN Huntsman Corp. 1.74% 200,000 $3.6M No change

Portfolio Sells Q3 2024 → Q4 2024
WCC Wesco International Inc. Reduce -83.3% 2.84% −13.07
TEX Terex Corp. Reduce -75.2% 3.46% −12.69
PTEN Patterson-Uti Energy Inc. Sold out 0.00% −6.54
GTLS Chart Industries Inc. Reduce -46.7% 21.08% −4.92

Portfolio Buys Q3 2024 → Q4 2024
OSK Oshkosh Corp. New 10.56% +10.56
DAR Darling Ingredients Inc. New 9.59% +9.59
FMC FMC Corp. New 7.54% +7.54
GT Goodyear Tire & Rubber Co. New 5.70% +5.70
WFRD Weatherford International PL Add +55.9% 15.16% +3.51
APTV Aptiv Irish Holdings Ltd. Add +25.6% 22.32% +0.94

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 12$192.0MASH, APTV, KEX, XRAY, PVH
Q1 2026 12$171.7MKEX, DCH, APTV, WFRD, OSK
Q4 2025 10$177.6MAXTA, KEX, FLS, APTV, OSK
Q3 2025 11$174.1MGTLS, APTV, WFRD, AXTA, OSK
Q2 2025 11$196.0MGTLS, WFRD, APTV, OSK, ASH
Q1 2025 9$179.0MAPTV, WFRD, GTLS, OSK, EMN
Q4 2024 10$207.0MAPTV, GTLS, WFRD, OSK, DAR
Q3 2024 7$204.8MGTLS, APTV, TEX, WCC, WFRD
Q2 2024 12$221.9MEMN, WFRD, TEX, APTV, WCC
Q1 2024 11$227.8MEMN, WCC, WFRD, TEX, FLS