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Latest ATLANTIC INVESTMENT MANAGEMENT, INC. Stock Portfolio

$227Million– No. of Holdings #11

Performance:
2024 Q1: 7.58%YTD: 7.58%2023: 16.55%

Performance for 2024 Q1 is 7.58%, and YTD is 7.58%, and 2023 is 16.55%.

About ATLANTIC INVESTMENT MANAGEMENT, INC. and it’s 13F Hedge Fund Stock Holdings

ATLANTIC INVESTMENT MANAGEMENT, INC. is a hedge fund based in NEW YORK, NY. On 05-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $336.7 Millions. In it's latest 13F Holdings report, ATLANTIC INVESTMENT MANAGEMENT, INC. reported an equity portfolio of $227.8 Millions as of 31 Mar, 2024.

The top stock holdings of ATLANTIC INVESTMENT MANAGEMENT, INC. are EMN, WCC, WFRD. The fund has invested 16.2% of it's portfolio in EASTMAN CHEM CO and 15.1% of portfolio in WESCO INTL INC.

They significantly reduced their stock positions in TIMKEN CO (TKR), ASHLAND INC (ASH) and FLOWSERVE CORP (FLS). ATLANTIC INVESTMENT MANAGEMENT, INC. opened new stock positions in CAPRI HOLDINGS LIMITED (CPRI). The fund showed a lot of confidence in some stocks as they added substantially to PATTERSON-UTI ENERGY INC (PTEN), GOODYEAR TIRE & RUBR CO (GT) and WESCO INTL INC (WCC).
Equity Portfolio Value
Last Reported on: 15 May, 2024

Performance Estimate

Our best estimate is that ATLANTIC INVESTMENT MANAGEMENT, INC. made a return of 7.58% in the last quarter. In trailing 12 months, it's portfolio return was 22.84%.

New Buys

Ticker$ Bought
capri holdings limited5,436,000

New stocks bought by ATLANTIC INVESTMENT MANAGEMENT, INC.

Additions to existing portfolio by ATLANTIC INVESTMENT MANAGEMENT, INC.

Reductions

Ticker% Reduced
timken co-58.49
ashland inc-48.06
flowserve corp-26.04
weatherford intl plc-1.01

ATLANTIC INVESTMENT MANAGEMENT, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by ATLANTIC INVESTMENT MANAGEMENT, INC.

Sector Distribution

ATLANTIC INVESTMENT MANAGEMENT, INC. has about 43.4% of it's holdings in Industrials sector.

Sector%
Industrials43.4
Energy23.5
Basic Materials22.3
Consumer Cyclical10.9

Market Cap. Distribution

ATLANTIC INVESTMENT MANAGEMENT, INC. has about 16.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MID-CAP83.8
LARGE-CAP16.2

Stocks belong to which Index?

About 61.6% of the stocks held by ATLANTIC INVESTMENT MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
RUSSELL 200045.4
Others38.5
S&P 50016.2
Top 5 Winners (%)%
WFRD
weatherford intl plc
17.8 %
ASH
ashland inc
13.3 %
TEX
terex corp new
12.1 %
EMN
eastman chem co
11.6 %
FLS
flowserve corp
8.6 %
Top 5 Winners ($)$
WFRD
weatherford intl plc
5.2 M
EMN
eastman chem co
3.8 M
TEX
terex corp new
3.3 M
FLS
flowserve corp
2.1 M
ASH
ashland inc
2.0 M
Top 5 Losers (%)%
CPRI
capri holdings limited
-3.3 %
GT
goodyear tire & rubr co
-2.3 %
WCC
wesco intl inc
-1.3 %
Top 5 Losers ($)$
GT
goodyear tire & rubr co
-0.5 M
WCC
wesco intl inc
-0.4 M
CPRI
capri holdings limited
-0.2 M

Current Stock Holdings of ATLANTIC INVESTMENT MANAGEMENT, INC.

ATLANTIC INVESTMENT MANAGEMENT, INC. has 11 stocks in it's portfolio. GT proved to be the most loss making stock for the portfolio. WFRD was the most profitable stock for ATLANTIC INVESTMENT MANAGEMENT, INC. last quarter.

Last Reported on: 15 May, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions

ATLANTIC INVESTMENT MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Color: Indicates the percentage change from the previous quarter. The spectrum ranges from solid green (positive change) to solid red (negative change), with grey representing no change.

Size: Reflects the investment's proportion relative to the overall portfolio size.

New Positions: Always displayed in green.

A large green box signifies a substantial addition to the portfolio, indicating a significant investment in that stock. Conversely, a large red box denotes a reduction in holdings, yet it remains a considerable part of the portfolio.