Atlantic Investment Management
Long Only- Manager
- Alex Roepers
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $192.0M
- Positions
- 12
- CIK
- 0001063296
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Ashland IncASHHISTORY | 17.47% | NEW | $33.5M | 509,000 | +509,000 | 1.11% | 13F |
| 2 | Aptiv PLCAPTVHISTORY | 14.51% | +40.5% | $27.9M | 453,842 | +130,871 | 0.22% | 13F |
| 3 | Kirby CorpKEXHISTORY | 13.22% | (27.4%) | $25.4M | 186,700 | (70,300) | 0.35% | 13F |
| 4 | Dentsply Sirona IncXRAYHISTORY | 12.18% | +261.1% | $23.4M | 2,203,000 | +1,593,000 | 1.11% | 13F |
| 5 | PVH CorporationPVHHISTORY | 9.92% | +100.3% | $19.0M | 256,426 | +128,426 | 0.56% | 13F |
| 6 | Nomad Foods LTDNOMDHISTORY | 7.61% | +0.1% | $14.6M | 1,333,772 | +1,000 | 0.94% | 13F |
| 7 | Abm Inds IncABMHISTORY | 7.10% | +40.1% | $13.6M | 308,287 | +88,287 | 0.53% | 13F |
| 8 | Oshkosh CorpOSKHISTORY | 6.69% | (38.6%) | $12.8M | 83,700 | (52,600) | 0.13% | 13F |
| 9 | Dauch CorpDCHHISTORY | 3.97% | (63.4%) | $7.6M | 1,404,420 | (2,435,580) | 0.59% | 13F |
| 10 | Versigent PLCVGNTHISTORY | 2.64% | NEW | $5.1M | 120,656 | +120,656 | 0.17% | 13F |
| 11 | Weatherford Intl PLCWFRDHISTORY | 2.51% | (72.2%) | $4.8M | 59,023 | (153,200) | 0.08% | 13F |
| 12 | National Energy Services ReuNESRHISTORY | 2.18% | +133.3% | $4.2M | 140,000 | +80,000 | 0.14% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology