Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q1 2021)

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, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - None reported

Complete Exits - Avnet, Inc., Eastman Chemical Company, Edgewell Personal Care Company, Nomad Foods, Lear Corporation, and 2 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 2021	AVT Avnet, Inc.	Avnet, Inc.	Sell - Position Exit	-683,333	-100.0%	$0.00	-
Q1 2021	EMN Eastman Chemical Company	Eastman Chemical Company	Sell - Position Exit	-100,000	-100.0%	$0.00	-
Q1 2021	EPC Edgewell Personal Care Company	Edgewell Personal Care Company	Sell - Position Exit	-928,182	-100.0%	$0.00	-
Q1 2021	G6564A105 Nomad Foods	Nomad Foods	Sell - Position Exit	-135,000	-100.0%	$0.00	-
Q1 2021	LEA Lear Corporation	Lear Corporation	Sell - Position Exit	-174,905	-100.0%	$0.00	-
Q1 2021	OI O-I Glass, Inc.	O-I Glass, Inc.	Sell - Position Exit	-2,676,454	-100.0%	$0.00	-
Q1 2021	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Sell - Position Exit	-337,910	-100.0%	$0.00	-