# Atlantic Investment Management: Q2 2026 13F holdings

Atlantic Investment Management: $192m in 12 US holdings at Q2 2026, with buys and sells. Top: Ashland, Aptiv, Kirby, Dentsply Sirona, PVH.

In Q2 2026, Atlantic Investment Management held 12 US-listed stocks worth $192m. Its biggest move was buying Ashland (now 17% of the portfolio), followed by cutting American Axle & Mfg Holdings (63% fewer shares, now 4.0%). It started 2 new positions and sold out of 2. Its largest holding is Ashland at 17%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1063296/000149315226038311/0001493152-26-038311-index.htm)). $192m in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Ashland (ASH) | $33.5m | 17.5% | New | – |
| Aptiv (APTV) | $27.9m | 14.5% | Added +41% | 13.1% |
| Kirby (KEX) | $25.4m | 13.2% | Trimmed -27% | 19.9% |
| Dentsply Sirona (XRAY) | $23.4m | 12.2% | Added +261% | 4.1% |
| PVH (PVH) | $19.0m | 9.9% | Added +100% | 5.2% |
| Nomad Foods (NOMD) | $14.6m | 7.6% | Added +0.1% | 7.5% |
| ABM Industries (ABM) | $13.6m | 7.1% | Added +40% | 4.9% |
| Oshkosh (OSK) | $12.8m | 6.7% | Trimmed -39% | 11.7% |
| American Axle & Mfg Holdings (DCH) | $7.6m | 4.0% | Trimmed -63% | 13.3% |
| Versigent (VGNT) | $5.1m | 2.6% | New | – |
| Weatherford International (WFRD) | $4.8m | 2.5% | Trimmed -72% | 11.7% |
| National Energy Services Reunited (NESR) | $4.2m | 2.2% | Added +133% | 0.8% |
| Dole (DOLE) | – | – | Sold out | 5.6% |
| Mohawk Industries (MHK) | – | – | Sold out | 2.3% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/atlantic-investment-management). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.