What smart money is saying about Atmus Filtration
ATMU
No fund has written a full thesis on Atmus Filtration in our archive, but 2 fund letters report a position in it, most recently JAG Capital Management Small Mid Cap Growth Strategy in September 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Atmus Filtration, with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- September 2026
“Atmus Filtration (ATMU) manufactures filters for trucks and industrial equipment. We exited our position as the relative strength continued to deteriorate following a revenue miss against elevated expectations.”
Atmus Filtration - 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
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