Atlantic Investment
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+1.32
- trimmed+0.37
- added+1.92
- added−0.44
Positions
| OIO-I Glass, Inc. | 24.84% | 9,532,000 | $160M | added+21% | +1.32 pp | 21 q |
| unresolvedArris Intl Inc | 15.01% | 3,961,700 | $97M | trimmed−16% | −2.16 pp | 7 q |
| HUNHuntsman Corporation | 14.22% | 3,142,275 | $92M | trimmed−9% | +0.37 pp | 5 q |
| VISNVistance Networks, Inc. | 13.67% | 3,018,810 | $88M | added+41% | +1.92 pp | 9 q |
| DBDDiebold Nixdorf, Incorporated | 12.79% | 6,902,696 | $82M | added+10% | −0.44 pp | 8 q |
| EMNEastman Chemical Company | 8.19% | 528,721 | $53M | trimmed−42% | −4.97 pp | 11 q |
| AVTAvnet, Inc. | 5.79% | 871,133 | $37M | added×6.8 | +5.05 pp | 5 q |
| CCKCrown Holdings Inc. | 0.89% | 128,262 | $6M | added+14% | +0.10 pp | 2 q |
| ADTADT Inc. | 0.74% | 549,063 | $5M | new | +0.74 pp | new |
| BDCBelden Inc. | 0.70% | 74,339 | $5M | added+13% | +0.07 pp | 2 q |
| OSKOshkosh Corp. | 0.68% | 62,100 | $4M | new | +0.68 pp | new |
| DCHDauch Corporation | 0.66% | 274,738 | $4M | trimmed−24% | −0.10 pp | 5 q |
| TG7Triumph Group Inc | 0.55% | 180,000 | $4M | held | — | 20 q |
| NAVNavistar International | 0.51% | 80,840 | $3M | trimmed−30% | −0.04 pp | 2 q |
| VYXNCR Voyix Corporation | 0.48% | 103,587 | $3M | added+48% | +0.18 pp | 3 q |
| 0LW9Westrock Co | 0.29% | 33,000 | $2M | new | +0.29 pp | new |
| LENLennar Corporation Class A | — | −88,452 | — | exited | −0.72 pp | — |
| TNNTenneco Inc-class A | — | −90,717 | — | exited | −0.68 pp | — |
| GJBSteelcase Inc-cl A | — | −359,828 | — | exited | −0.67 pp | — |
| LKSDQLsc Communications Inc | — | −204,569 | — | exited | −0.49 pp | — |
| IPInternational Paper Co. | — | −50,000 | — | exited | −0.37 pp | — |
