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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: $191.97 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 95.31%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
KEX	KIRBY CORP	13.22%	186,700	$25,385,599	-70,300	-27.35%	$135.97	13F
OSK	OSHKOSH CORP	6.69%	83,700	$12,846,276	-52,600	-38.59%	$153.48	13F
DCH	DAUCH CORP	3.97%	1,404,420	$7,611,956	-2,435,580	-63.43%	$5.42	13F
WFRD	WEATHERFORD INTL PLC	2.51%	59,023	$4,810,375	-153,200	-72.19%	$81.5	13F