Core Insights - Bayberry Capital Partners has fully exited its position in Atmus Filtration Technologies, selling 282,500 shares valued at $12.74 million during the fourth quarter of 2025 [1][2][10] Company Overview - Atmus Filtration Technologies is a leading designer and manufacturer of filtration products, leveraging its Fleetguard brand to meet the filtration needs of commercial and industrial vehicle operators globally [6][9] - The company reported a total revenue of $1.76 billion for the trailing twelve months (TTM), with a net income of $207.40 million and a dividend yield of 0.4% [4][11] Financial Performance - In 2025, Atmus achieved full-year sales of $1.76 billion, an increase from $1.67 billion in 2024, while net income rose to $207 million [11] - The adjusted EBITDA for the year was $354 million, reflecting margins around 20%, and the company generated $158 million in adjusted free cash flow [11] Market Position - Atmus serves various sectors including transportation, agriculture, construction, mining, and power generation, providing a range of filtration products such as fuel filters, lube filters, and hydraulic filters [9][12] - The company benefits from a diversified customer base and established relationships with original equipment manufacturers (OEMs), which provide a competitive advantage in the industrial filtration market [6][12] Stock Performance - As of the latest data, shares of Atmus Filtration Technologies were priced at $56.72, representing a 51% increase over the past year, significantly outperforming the S&P 500's gain of approximately 21% during the same period [8][11][13]