Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2014)

As of Jun 30, 2014, 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 Q2 2014, the filing reported:

New Buys - Terex Corporation

Increases - American Axle & Manufacturing H, The Goodyear Tire & Rubber Comp, Enviri Corporation, Triumph Group, Inc.

Reductions - Oil States 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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2014	AXL American Axle & Manufacturing H	American Axle & Manufacturing H	Buy	+589,418	+104.3%	$21.81K	1,154,418
Q2 2014	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Buy	+215,343	+27.0%	$28.13K	1,012,706
Q2 2014	NVRI Enviri Corporation	Enviri Corporation	Buy	+103,303	+16.7%	$19.18K	720,045
Q2 2014	OIS Oil States International, Inc.	Oil States International, Inc.	Sell	-344,596	-13.9%	$136.51K	2,130,000
Q2 2014	TEX Terex Corporation	Terex Corporation	Buy - Position Entry	+355,000	-	$14.59K	355,000
Q2 2014	TGI Triumph Group, Inc.	Triumph Group, Inc.	Buy	+1,320,000	+60.6%	$244.37K	3,500,000