Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2016)

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, 2016. 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 2016, the filing reported:

New Buys - Asbury Automotive Group Inc, Alaska Air Group, Inc., CommScope Holding Company, Inc., Group 1 Automotive, Inc., IPG Photonics Corporation, and 3 more

Increases - The Goodyear Tire & Rubber Comp

Reductions - Eastman Chemical Company, Hewlett Packard Enterprise Comp, Triumph Group, Inc.

Complete Exits - American Axle & Manufacturing H, FMC Corporation, Lear Corporation, Magna International, Inc.

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 2016	ABG Asbury Automotive Group Inc	Asbury Automotive Group Inc	Buy - Position Entry	+122,164	-	$6.44K	122,164
Q2 2016	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy - Position Entry	+148,855	-	$8.68K	148,855
Q2 2016	AXL American Axle & Manufacturing H	American Axle & Manufacturing H	Sell - Position Exit	-579,275	-100.0%	$0.00	-
Q2 2016	COMM CommScope Holding Company, Inc.	CommScope Holding Company, Inc.	Buy - Position Entry	+125,000	-	$3.88K	125,000
Q2 2016	EMN Eastman Chemical Company	Eastman Chemical Company	Sell	-76,827	-5.1%	$97.24K	1,432,161
Q2 2016	FMC FMC Corporation	FMC Corporation	Sell - Position Exit	-2,697,700	-100.0%	$0.00	-
Q2 2016	GPI Group 1 Automotive, Inc.	Group 1 Automotive, Inc.	Buy - Position Entry	+56,880	-	$2.81K	56,880
Q2 2016	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Buy	+402,434	+10.2%	$111.74K	4,354,707
Q2 2016	HPE Hewlett Packard Enterprise Comp	Hewlett Packard Enterprise Comp	Sell	-254,627	-45.3%	$5.62K	307,746
Q2 2016	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Buy - Position Entry	+37,000	-	$2.96K	37,000
Q2 2016	ITT ITT Inc.	ITT Inc.	Buy - Position Entry	+153,591	-	$4.91K	153,591
Q2 2016	LEA Lear Corporation	Lear Corporation	Sell - Position Exit	-75,132	-100.0%	$0.00	-
Q2 2016	MGA Magna International, Inc.	Magna International, Inc.	Sell - Position Exit	-224,947	-100.0%	$0.00	-
Q2 2016	RHI Robert Half Inc.	Robert Half Inc.	Buy - Position Entry	+250,913	-	$9.57K	250,913
Q2 2016	SPR Spirit Aerosystems Holdings, In	Spirit Aerosystems Holdings, In	Buy - Position Entry	+236,956	-	$10.19K	236,956
Q2 2016	TGI Triumph Group, Inc.	Triumph Group, Inc.	Sell	-1,026,044	-26.2%	$102.43K	2,885,383