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Gurus
Activists
ATLANTIC INVESTMENT MANAGEMENT, INC. (Data extracted from 13F, 13D, 13G and Form 4)

ATLANTIC INVESTMENT MANAGEMENT, INC.

AUM: $370.45 M

13-F Portfolio Value: $195.98 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 96.93%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
BLDR	BUILDERS FIRSTSOURCE INC	7.09%	119,000	$13,886,110	119,000	New	$116.69	13F
GT	GOODYEAR TIRE & RUBR CO	4.84%	915,000	$9,488,550	915,000	New	$10.37	13F
PVH	PVH CORPORATION	4.55%	130,000	$8,918,000	130,000	New	$68.6	13F