Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the Atlantic Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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
|