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Portfolio (Quarterly) Guide ↗

ATLANTIC INVESTMENT MANAGEMENT, INC.

· CIK 0001063296
13F Portfolio $192M AUM 12 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 Q3 2025 · All 2 New 5 Added 4 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KEX KIRBY CORP Industrials 186,700.0 $25.4M 13.22% -70K -27.4% $135.97 +2.3%
2 OSK OSHKOSH CORP Industrials 83,700.0 $12.8M 6.69% -53K -38.6% $153.48 +0.3%
3 DCH DAUCH CORP Industrials 1,404,420.0 $7.6M 3.96% -2.4M -63.4% $5.42 +16.6%
4 WFRD WEATHERFORD INTL PLC Energy 59,023.0 $4.8M 2.51% -153K -72.2% $81.50 +15.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 37.4%
Basic Materials 21.1%
Healthcare 14.7%
Consumer Cyclical 12.0%
Consumer Defensive 9.2%
Energy 5.7%