North Growth Management Ltd. ATKR — ATKORE

Ownership history in North Growth Management Ltd.  ·  10 quarters on record

AI Ownership Summary

North Growth Management Ltd. reported ATKORE (ATKR) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.4% in 2024 Q1. The latest visible filing shows ATKR at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Growth Management Ltd.'s position in ATKORE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ATKR was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ATKR stock page North Growth Management Ltd. fund profile North Growth Management Ltd. full holdings
How North Growth Management Ltd. held ATKR — position size vs. price
% of Fund (quarterly)    ATKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 94,000 +1,000 +1.1% 0.93% $5.9M 2026-02-13 $66.04
2025 Q3 ADDED — — — 93,000 +12,000 +14.8% 1.01% $5.8M 2025-10-22 $65.16
2025 Q2 ADDED — — — 81,000 +9,000 +12.5% 1.07% $5.7M 2025-08-13 $58.00
2025 Q1 ADDED — — — 72,000 +35,000 +94.6% 0.91% $4.3M 2025-04-22 $61.11
2024 Q4 REDUCED 42.2% -27.8% ✅ 37,000 -27,000 -42.2% 0.59% $3.1M 2025-01-28 $78.76
2024 Q3 ADDED — — — 64,000 +25,000 +64.1% 1.01% $5.4M 2024-11-05 $87.89
2024 Q2 ADDED — — — 39,000 +1,000 +2.6% 1.03% $5.2M 2024-07-25 $130.46
2024 Q1 ADDED — — — 38,000 +2,000 +5.6% 1.40% $7.3M 2024-04-30 $168.70
2023 Q4 ADDED — — — 36,000 +12,000 +50.0% 1.23% $5.8M 2024-02-07 $140.12
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ATKR

As of 2026 Q1 — sorted by position size

Coliseum Capital Management, LLC 3Y 7Y 4.57% Gates Capital Management, Inc. 3Y 7Y 4.32% DECADE RENEWABLE PARTNERS LP 3Y 3.9% OSLO PENSJONSFORSIKRING AS 3.46% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 2.61% CANYON CAPITAL ADVISORS LLC 3Y 7Y 2.33% Hill City Capital, LP 3Y 1.53% Rock Point Advisors, LLC 3Y 7Y 1.37% EDENTREE ASSET MANAGEMENT Ltd 0.97% Oakum Bay Capital LLC 0.76%

FAQ About North Growth Management Ltd. and ATKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has North Growth Management Ltd. reported owning ATKR?

North Growth Management Ltd. reported ATKR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ATKR position in North Growth Management Ltd.'s portfolio?

The largest reported portfolio weight for ATKR was 1.40% in 2024 Q1.

What is the latest reported ATKR position on this page?

The most recent filing on this page is 2025 Q4, when North Growth Management Ltd. reported 94,000 shares, equal to 0.93% of portfolio, with an estimated market value of $5.9M.

What does the chart on this ATKR ownership page compare?

The chart compares North Growth Management Ltd.'s quarterly ATKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did North Growth Management Ltd. time their ATKR position?

Based on 13F filing dates vs. subsequent ATKR price moves, North Growth Management Ltd. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on ATKR relative to SPY over the holding period was -38.5%.

← Back to North Growth Management Ltd. Holdings