Q1 2025 · 13F-HR
ATLANTIC INVESTMENT MANAGEMENT, INC.holdings as filed
Filed 2025-05-15 · accession 0001641172-25-010906
$179.0M
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G3265R107 | APTV | APTIV PLC | $40.1M | 22.4% | 673,971 | Common | SOLE |
| G48833118 | WFRD | WEATHERFORD INTL PLC | $30.7M | 17.1% | 572,809 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $29.7M | 16.6% | 205,399 | Common | SOLE |
| 688239201 | OSK | OSHKOSH CORP | $22.2M | 12.4% | 235,900 | Common | SOLE |
| 277432100 | EMN | EASTMAN CHEM CO | $22.2M | 12.4% | 251,583 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $15.9M | 8.88% | 508,550 | Common | SOLE |
| 044186104 | ASH | ASHLAND INC | $7.4M | 4.14% | 125,000 | Common | SOLE |
| 880779103 | TEX | TEREX CORP NEW | $5.9M | 3.27% | 155,000 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $5.0M | 2.82% | 32,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.