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Portfolio (Quarterly) Guide ↗

Atlantic Investment Management

· CIK 0001063296
13F Portfolio $172M AUM 12 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 5 New 5 Added 2 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DOLE DOLE PLC Consumer Defensive 675,948.0 $9.7M 5.63% NEW $14.29 +0.6%
2 PVH PVH CORPORATION Consumer Cyclical 128,000.0 $8.9M 5.20% NEW $69.76 +15.7%
3 XRAY DENTSPLY SIRONA INC Healthcare 610,000.0 $7.1M 4.12% NEW $11.60 -10.3%
4 MHK MOHAWK INDS INC Consumer Cyclical 40,000.0 $3.9M 2.29% NEW $98.46 +0.3%
5 NESR NATIONAL ENERGY SERVICES REU Energy 60,000.0 $1.3M 0.75% NEW $21.47 +21.1%

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 57.3%
Consumer Defensive 15.1%
Energy 14.3%
Consumer Cyclical 8.6%
Healthcare 4.7%