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

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 Jun 30, 2014. 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