Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q1 2024)
As of Mar 31, 2024, the Atlantic Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2024. 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 2024, the filing reported:
New Buys - Capri Holdings
Increases - Eastman Chemical Company, The Goodyear Tire & Rubber Comp, Patterson-UTI Energy, Inc., Terex Corporation, WESCO International, Inc.
Complete Exits - None reported
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 2024
|
ASH
Ashland Inc.
|
Sell |
-83,300
|
|
Q1 2024
|
CPRI
Capri Holdings
|
Buy - Position Entry |
+120,000
|
|
Q1 2024
|
EMN
Eastman Chemical Company
|
Buy |
+2,000
|
|
Q1 2024
|
FLS
Flowserve Corporation
|
Sell |
-157,000
|
|
Q1 2024
|
GT
The Goodyear Tire & Rubber Comp
|
Buy |
+331,000
|
|
Q1 2024
|
PTEN
Patterson-UTI Energy, Inc.
|
Buy |
+855,000
|
|
Q1 2024
|
TEX
Terex Corporation
|
Buy |
+4,000
|
|
Q1 2024
|
TKR
Timken Company (The)
|
Sell |
-218,500
|
|
Q1 2024
|
WCC
WESCO International, Inc.
|
Buy |
+17,200
|
|
Q1 2024
|
WFRD
Weatherford
|
Sell |
-3,000
|