Atlantic Investment Management portfolio — 13F holdings Q2 2026
Atlantic Investment Management (Alex Roepers) reported 12 long positions worth $192 million as of 2026-06-30. Top holdings: ASHLAND INC., Aptiv PLC, KIRBY CORP, DENTSPLY SIRONA Inc., PVH CORP.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| ASHLAND INC. | 2026-06-30 | 33538010.00 USD | 17.47% | buy | Original filing |
| Aptiv PLC | 2026-06-30 | 27856822.00 USD | 14.51% | add | Original filing |
| KIRBY CORP | 2026-06-30 | 25385599.00 USD | 13.22% | reduce | Original filing |
| DENTSPLY SIRONA Inc. | 2026-06-30 | 23373830.00 USD | 12.18% | add | Original filing |
| PVH CORP. | 2026-06-30 | 19042195.00 USD | 9.92% | add | Original filing |
| Nomad Foods Ltd | 2026-06-30 | 14604803.00 USD | 7.61% | add | Original filing |
| ABM INDUSTRIES INC /DE/ | 2026-06-30 | 13638617.00 USD | 7.10% | add | Original filing |
| OSHKOSH CORP | 2026-06-30 | 12846276.00 USD | 6.69% | reduce | Original filing |
| Dauch Corp | 2026-06-30 | 7611956.00 USD | 3.97% | reduce | Original filing |
| Versigent PLC | 2026-06-30 | 5068759.00 USD | 2.64% | buy | Original filing |
| Weatherford International plc | 2026-06-30 | 4810375.00 USD | 2.51% | reduce | Original filing |
| National Energy Services Reunited Corp. | 2026-06-30 | 4190200.00 USD | 2.18% | add | Original filing |
| Dole plc | 2026-03-31 | — | — | exited | Original filing |
| MOHAWK INDUSTRIES INC | 2026-03-31 | — | — | exited | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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