$KEX - Kirby Corporation is Atlantic's largest US holding with strong fundamentals in barge business and explosive growth in data center power generation segment.
$WFRD - Weatherford is undervalued oil services company with strong performance and potential takeover target for Halliburton.
$ELIS - French uniform cleaning company trading at deep discount to US peers with significant upside potential.
$VOPAK - Dutch tank terminal operator trading at low valuation with high utilization and potential for share buybacks or takeover.