ATLANTIC INVESTMENT MANAGEMENT, INC.
New York NY · SEC CIK 0001063296
$1.72亿2026Q1 申报市值
12持仓数
97.0%前十大占比 · 第一大 19.9%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DCH 加仓+$1,160.50万
NOMD 加仓+$763.03万
XRAY 新建仓+$707.60万
DOLE 重新持有+$494.36万
KEX 加仓+$451.79万
2026Q1 卖出最多 按季末市值估算
AXTA 清仓-$3,308.54万
FLS 清仓-$2,178.53万
OSK 减仓-$269.39万
WFRD 减仓-$168.02万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KEX | KIRBY CORP | $3,415.02万 | 19.89% | 257,000 | 34,000 | 15.2% | $451.79万 | 加仓 |
| DCH | DAUCH CORP | $2,277.12万 | 13.27% | 3,840,000 | 1,957,000 | 103.9% | $1,160.50万 | 加仓 |
| APTV | APTIV PLC | $2,242.71万 | 13.06% | 322,971 | 47,000 | 17.0% | $326.37万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $2,007.21万 | 11.69% | 212,223 | -17,765 | -7.7% | -$168.02万 | 减仓 |
| OSK | OSHKOSH CORP | $2,006.47万 | 11.69% | 136,300 | -18,300 | -11.8% | -$269.39万 | 减仓 |
| NOMD | NOMAD FOODS LTD | $1,280.79万 | 7.46% | 1,332,772 | 794,000 | 147.4% | $763.03万 | 加仓 |
| DOLE | DOLE PLC | $965.93万 | 5.63% | 675,948 | 345,948 | 104.8% | $494.36万 | 重新持有 |
| PVH | PVH CORPORATION | $892.93万 | 5.20% | 128,000 | 28,000 | 28.0% | $195.33万 | 重新持有 |
| ABM | ABM INDS INC | $847.44万 | 4.94% | 220,000 | 20,000 | 10.0% | $77.04万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $707.60万 | 4.12% | 610,000 | 610,000 | — | $707.60万 | 新建仓 |
| MHK | MOHAWK INDS INC | $393.84万 | 2.29% | 40,000 | 40,000 | — | $393.84万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $128.82万 | 0.75% | 60,000 | 60,000 | — | $128.82万 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -1,024,000 | -100.0% | -$3,308.54万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -314,000 | -100.0% | -$2,178.53万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |