What smart money is saying about Atmus Filtration Technologies
ATMU
No fund has written a full thesis on Atmus Filtration Technologies in our archive, but 1 fund letter reports a position in it — most recently Riverwater Partners Small Cap Strategy in June 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Atmus Filtration Technologies on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“Atmus Filtration Technologies (ATMU) Atmus Filtration, the engine filtration business spun out of Cummins (CMI), fell approximately 10% as read- throughs from the freight market turned mixed, with softer commentary on new truck builds and some margin pressure weighing on sentiment. We continue to like the durable, replacement-driven aftermarket core of the business, but we respected the change in tone and trimmed the position back to a standard weight during the quarter.”
Atmus Filtration Technologies
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