Portfolio (Quarterly) Guide ↗

ATLANTIC INVESTMENT MANAGEMENT, INC.

· CIK 0001063296

13F Portfolio $192M AUM 12 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DOLE	DOLE PLC	Consumer Defensive	675,948	$9.7M	5.63%	SOLD
2	MHK	MOHAWK INDS INC	Consumer Cyclical	40,000	$3.9M	2.29%	SOLD

Sector Allocation

Industrials 37.4%

Basic Materials 21.1%

Healthcare 14.7%

Consumer Cyclical 12.0%

Consumer Defensive 9.2%

Energy 5.7%