ATLANTIC INVESTMENT MANAGEMENT, INC.
New York NY · SEC CIK 0001063296
$1.92亿2026Q2 申报市值
12持仓数
95.3%前十大占比 · 第一大 17.5%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASH 重新持有+$1,950.50万
XRAY 加仓+$1,690.17万
PVH 加仓+$953.69万
APTV 加仓+$803.29万
VGNT 新建仓+$506.88万
2026Q2 卖出最多 按季末市值估算
DCH 减仓-$1,320.08万
WFRD 减仓-$1,248.58万
DOLE 清仓-$965.93万
KEX 减仓-$955.87万
OSK 减仓-$807.30万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASH | ASHLAND INC | $3,353.80万 | 17.47% | 509,000 | 296,023 | 139.0% | $1,950.50万 | 重新持有 |
| APTV | APTIV PLC | $2,785.68万 | 14.51% | 453,842 | 130,871 | 40.5% | $803.29万 | 加仓 |
| KEX | KIRBY CORP | $2,538.56万 | 13.22% | 186,700 | -70,300 | -27.4% | -$955.87万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $2,337.38万 | 12.18% | 2,203,000 | 1,593,000 | 261.1% | $1,690.17万 | 加仓 |
| PVH | PVH CORPORATION | $1,904.22万 | 9.92% | 256,426 | 128,426 | 100.3% | $953.69万 | 加仓 |
| NOMD | NOMAD FOODS LTD | $1,460.48万 | 7.61% | 1,333,772 | 1,000 | 0.1% | $1.09万 | 加仓 |
| ABM | ABM INDS INC | $1,363.86万 | 7.10% | 308,287 | 88,287 | 40.1% | $390.58万 | 加仓 |
| OSK | OSHKOSH CORP | $1,284.63万 | 6.69% | 83,700 | -52,600 | -38.6% | -$807.30万 | 减仓 |
| DCH | DAUCH CORP | $761.20万 | 3.97% | 1,404,420 | -2,435,580 | -63.4% | -$1,320.08万 | 减仓 |
| VGNT | VERSIGENT PLC | $506.88万 | 2.64% | 120,656 | 120,656 | — | $506.88万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $481.04万 | 2.51% | 59,023 | -153,200 | -72.2% | -$1,248.58万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $419.02万 | 2.18% | 140,000 | 80,000 | 133.3% | $239.44万 | 加仓 |
| DOLE | DOLE PLC | $0 | 0.00% | 0 | -675,948 | -100.0% | -$965.93万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$393.84万 | 清仓 |