Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q1 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Acuity Brands, Inc., ConAgra Brands, Inc.

Increases - ADT Inc., Eastman Chemical Company, Lear Corporation, Oshkosh Corporation (Holding Co, Timken Company (The)

Reductions - Avnet, Inc., Cabot Corporation, DXC Technology Company, Huntsman Corporation

Complete Exits - American Axle & Manufacturing H, Crown Holdings, Inc., CommScope Holding Company, Inc., Graphic Packaging Holding Compa, The Goodyear Tire & Rubber Comp, and 1 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	ADT ADT Inc.	ADT Inc.	Buy	+241,415	+68.8%	$3.78M	592,072
Q1 2019	AVT Avnet, Inc.	Avnet, Inc.	Sell	-105,473	-8.8%	$47.52M	1,095,641
Q1 2019	AXL American Axle & Manufacturing H	American Axle & Manufacturing H	Sell - Position Exit	-190,000	-100.0%	$0.00	-
Q1 2019	AYI Acuity Brands, Inc.	Acuity Brands, Inc.	Buy - Position Entry	+28,000	-	$3.36M	28,000
Q1 2019	CAG ConAgra Brands, Inc.	ConAgra Brands, Inc.	Buy - Position Entry	+106,500	-	$2.95M	106,500
Q1 2019	CBT Cabot Corporation	Cabot Corporation	Sell	-5,331	-8.0%	$2.57M	61,669
Q1 2019	CCK Crown Holdings, Inc.	Crown Holdings, Inc.	Sell - Position Exit	-57,762	-100.0%	$0.00	-
Q1 2019	COMM CommScope Holding Company, Inc.	CommScope Holding Company, Inc.	Sell - Position Exit	-2,942,961	-100.0%	$0.00	-
Q1 2019	DXC DXC Technology Company	DXC Technology Company	Sell	-53,788	-6.9%	$46.43M	721,968
Q1 2019	EMN Eastman Chemical Company	Eastman Chemical Company	Buy	+643,279	+643.3%	$56.40M	743,279
Q1 2019	GPK Graphic Packaging Holding Compa	Graphic Packaging Holding Compa	Sell - Position Exit	-101,778	-100.0%	$0.00	-
Q1 2019	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Sell - Position Exit	-130,000	-100.0%	$0.00	-
Q1 2019	HUN Huntsman Corporation	Huntsman Corporation	Sell	-182,222	-6.8%	$56.12M	2,495,475
Q1 2019	LEA Lear Corporation	Lear Corporation	Buy	+2,933	+69.8%	$968.43K	7,136
Q1 2019	OSK Oshkosh Corporation (Holding Co	Oshkosh Corporation (Holding Co	Buy	+8,439	+1.7%	$36.92M	491,464
Q1 2019	TGI Triumph Group, Inc.	Triumph Group, Inc.	Sell - Position Exit	-180,000	-100.0%	$0.00	-
Q1 2019	TKR Timken Company (The)	Timken Company (The)	Buy	+762,300	+1096.8%	$36.28M	831,800