Atlantic Investment Management, Inc. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
Concentration is the first item to inspect: top 5 67.47%, top 10 99.98%, top 20 99.98%. The largest names are AXTA (Axalta Coating Systems Ltd.) 18.63%, KEX (Kirby Corporation) 13.83%, FLS (Flowserve Corporation) 12.26%, APTV (Aptiv PLC) 11.82%, and OSK (Oshkosh Corporation) 10.93%, and the largest sector exposures are Industrials 41.78%, Materials 25.66%, and Consumer Discretionary 18.62%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by AXTA (Axalta Coating Systems Ltd.) 18.63%, KEX (Kirby Corporation) 13.83%, and FLS (Flowserve Corporation) 12.26%, with sector exposure of Industrials 41.78%, Materials 25.66%, and Consumer Discretionary 18.62%. The baseline metrics show return 4.94%, alpha -6.16%, beta 0.90, Sharpe 0.34, Sortino 0.45, and max drawdown -51.35%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The latest change list shows AXTA unchanged to 18.63%; KEX unchanged to 13.83%; FLS unchanged to 12.26%. Combined with top 5 67.47%, top 10 99.98%, top 20 99.98%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.