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

As of Mar 31, 2019, 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 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