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

As of Mar 31, 2021, 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 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	-