Bayberry Capital Partners’s Atmus Filtration Technologies ATMU Stock Holding History

Bayberry Capital Partners’s Portfolio ATMU Stock Details ATMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-282,500	Closed	-$12.7M	–	28
2025 Q3	$12.7M	Sell	282,500 -67,800	-19%	-$2.84M	3.03%	13
2025 Q2	$12.8M	Buy	+350,300	New	+$12.5M	4.1%	10
2025 Q1	–	Sell	-453,000	Closed	-$17.7M	–	23
2024 Q4	$17.7M	Sell	453,000 -104,000	-19%	-$4.22M	6.76%	6
2024 Q3	$20.9M	Sell	557,000 -291,000	-34%	-$9.5M	7.05%	5
2024 Q2	$24.4M	Buy	848,000 +48,000	+6%	+$1.46M	4.89%	4
2024 Q1	$25.8M	Buy	+800,000	New	+$19.1M	4.82%	5

Other funds holding ATMU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bayberry Capital Partners's ATMU Position: Q4 2025 in Review

Bayberry Capital Partners sold out of Atmus Filtration Technologies (ATMU) in Q4 2025, closing a stake of 282,500 shares — an estimated $12.7M sold.

Bayberry Capital Partners first reported a position in ATMU in Q1 2024 and held it in 6 quarters. The position peaked at $25.8M in Q1 2024. 311 funds tracked by Wall St. Rank hold ATMU as of Q4 2025.

Bayberry Capital Partners reported no remaining Atmus Filtration Technologies position as of Q4 2025 after selling out during the quarter.
Bayberry Capital Partners sold 282,500 Atmus Filtration Technologies shares in Q4 2025, an estimated $12.7M.
Bayberry Capital Partners first reported a position in Atmus Filtration Technologies in Q1 2024 and held it in 6 quarters.
Bayberry Capital Partners's Atmus Filtration Technologies position peaked at $25.8M in Q1 2024.
311 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q4 2025.

Based on Bayberry Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.