Filtration Stock Up 51% in a Year, but One Investor Dumped a $12.7 Million Position

3 hours ago 2

Jonathan Ponciano, The Motley Fool

Thu, March 12, 2026 astatine 10:22 AM CDT 4 min read

Bayberry Capital Partners afloat exited its presumption successful Atmus Filtration Technologies (NYSE:ATMU), selling 282,500 shares antecedently worthy $12.74 cardinal during the 4th quarter, according to a February 17, 2026 SEC filing.

According to an SEC filing dated February 17, 2026, Bayberry Capital Partners sold its full holding of 282,500 shares successful Atmus Filtration Technologies (NYSE:ATMU). The fund’s quarter-end presumption successful the institution fell by $12.74 cardinal arsenic a result.

Top holdings aft the filing:
- NYSE:LION: $29.76 cardinal (9.57% of AUM)
- NASDAQ:CHDN: $23.03 cardinal (7.41% of AUM)
- NYSE:WCC: $21.55 cardinal (6.93% of AUM)
- NYSE:PRMB: $19.63 cardinal (6.32% of AUM)
- NYSE:SXT: $19.47 cardinal (6.26% of AUM)
As of Thursday, shares of Atmus Filtration Technologies were priced astatine $56.72, up 51% implicit the past twelvemonth and good outperforming the S&P 500’s astir 21% summation successful the aforesaid period.

Metric

Value

Revenue (TTM)	$1.76 billion
Net Income (TTM)	$207.40 million
Dividend Yield	0.4%
Price (as of Thursday)	$56.72

Atmus Filtration Technologies provides filtration products including substance filters, lube filters, aerial filters, crankcase ventilation, hydraulic filters, coolants, and substance additives, chiefly nether the Fleetguard brand.
The steadfast generates gross done the design, manufacture, and merchantability of filtration solutions for commercialized vehicles and concern applications crossed planetary markets.
It serves archetypal instrumentality manufacturers, dealers/distributors, and end-users successful sectors specified arsenic transportation, agriculture, construction, mining, and powerfulness generation.

Atmus Filtration Technologies Inc. is simply a starring decorator and shaper of filtration products with a planetary footprint and a diversified lawsuit base. The institution leverages its Fleetguard marque and method expertise to code the filtration needs of commercialized and concern conveyance operators worldwide. Its scale, wide merchandise portfolio, and established OEM relationships supply a competitory vantage successful the concern filtration market.

Bayberry’s determination to locomotion distant from Atmus comes adjacent arsenic the underlying filtration concern continues to station dependable operational results.

Atmus closed 2025 with coagulated fundamentals. Full-year income reached $1.76 billion, up from $1.67 cardinal successful 2024, portion nett income climbed to $207 cardinal and adjusted EBITDA deed $354 million, reflecting margins astir 20%. The institution besides generated $158 cardinal successful adjusted escaped currency travel and returned $78 cardinal to shareholders done buybacks and dividends during the year.

The concern itself remains tied to durable concern demand. Its Fleetguard filtration products service heavy-duty instrumentality crossed transportation, construction, agriculture, and powerfulness procreation markets. These segments seldom nutrient explosive growth, but they often make accordant currency flows and beardown replacement request implicit time.

Seen successful that context, the exit appears little similar a telephone connected the company’s fundamentals and much similar a portfolio decision. The fund’s largest holdings stay concentrated successful companies specified arsenic Lionsgate Studios, Churchill Downs, and WESCO International, which unneurotic relationship for astir a 4th of assets. In different words, Atmus’ communicative doesn’t look broken. Shares are, successful fact, up 9% this year, outperforming the S&P 500’s astir 2% nonaccomplishment successful the aforesaid period.

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