Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Aug 14, 2026, the Atlantic Investment Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - Belden Inc, Nomad Foods, Micron Technology, Inc., Ralph Lauren Corporation, ZTO Express (Cayman) Inc.
Increases - CommScope Holding Company, Inc., Eastman Chemical Company, Magna International, Inc., Steelcase Inc.
Reductions - The Goodyear Tire & Rubber Comp, Triumph Group, Inc.
Complete Exits - Asbury Automotive Group Inc, Oshkosh Corporation (Holding Co
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
ABG
Asbury Automotive Group Inc
|
Sell - Position Exit |
-137,881
|
|
Q1 2017
|
BDC
Belden Inc
|
Buy - Position Entry |
+67,886
|
|
Q1 2017
|
COMM
CommScope Holding Company, Inc.
|
Buy |
+656,629
|
|
Q1 2017
|
EMN
Eastman Chemical Company
|
Buy |
+352,035
|
|
Q1 2017
|
G6564A105
Nomad Foods
|
Buy - Position Entry |
+247,768
|
|
Q1 2017
|
GT
The Goodyear Tire & Rubber Comp
|
Sell |
-2,654,730
|
|
Q1 2017
|
MGA
Magna International, Inc.
|
Buy |
+120,445
|
|
Q1 2017
|
MU
Micron Technology, Inc.
|
Buy - Position Entry |
+153,122
|
|
Q1 2017
|
OSK
Oshkosh Corporation (Holding Co
|
Sell - Position Exit |
-60,000
|
|
Q1 2017
|
RL
Ralph Lauren Corporation
|
Buy - Position Entry |
+89,709
|
|
Q1 2017
|
SCS
Steelcase Inc.
|
Buy |
+57,534
|
|
Q1 2017
|
TGI
Triumph Group, Inc.
|
Sell |
-700,542
|
|
Q1 2017
|
ZTO
ZTO Express (Cayman) Inc.
|
Buy - Position Entry |
+50,000
|