Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2017)

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, 2017. 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 2017, the filing reported:

New Buys - Adient, Avnet, Inc., American Axle & Manufacturing H, DXC Technology Company, Huntsman Corporation

Increases - CommScope Holding Company, Inc., Eastman Chemical Company, Nomad Foods, ZTO Express (Cayman) Inc.

Reductions - Magna International, Inc., Steelcase Inc., Triumph Group, Inc.

Complete Exits - Belden Inc, The Goodyear Tire & Rubber Comp, Micron Technology, Inc., Ralph Lauren Corporation

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 2017	ADNT Adient	Adient	Buy - Position Entry	+50,000	-	$3.27K	50,000
Q2 2017	AVT Avnet, Inc.	Avnet, Inc.	Buy - Position Entry	+158,000	-	$6.14K	158,000
Q2 2017	AXL American Axle & Manufacturing H	American Axle & Manufacturing H	Buy - Position Entry	+150,000	-	$2.34K	150,000
Q2 2017	BDC Belden Inc	Belden Inc	Sell - Position Exit	-67,886	-100.0%	$0.00	-
Q2 2017	COMM CommScope Holding Company, Inc.	CommScope Holding Company, Inc.	Buy	+492,233	+13.0%	$162.24K	4,265,989
Q2 2017	DXC DXC Technology Company	DXC Technology Company	Buy - Position Entry	+61,117	-	$4.69K	61,117
Q2 2017	EMN Eastman Chemical Company	Eastman Chemical Company	Buy	+137,915	+8.8%	$142.90K	1,701,345
Q2 2017	G6564A105 Nomad Foods	Nomad Foods	Buy	+64,600	+26.1%	$4.41K	312,368
Q2 2017	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Sell - Position Exit	-330,000	-100.0%	$0.00	-
Q2 2017	HUN Huntsman Corporation	Huntsman Corporation	Buy - Position Entry	+4,330,700	-	$111.91K	4,330,700
Q2 2017	MGA Magna International, Inc.	Magna International, Inc.	Sell	-148,546	-46.1%	$8.03K	173,356
Q2 2017	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell - Position Exit	-153,122	-100.0%	$0.00	-
Q2 2017	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Sell - Position Exit	-89,709	-100.0%	$0.00	-
Q2 2017	SCS Steelcase Inc.	Steelcase Inc.	Sell	-24,505	-4.8%	$6.83K	487,643
Q2 2017	TGI Triumph Group, Inc.	Triumph Group, Inc.	Sell	-1,484,990	-86.4%	$7.39K	233,993
Q2 2017	ZTO ZTO Express (Cayman) Inc.	ZTO Express (Cayman) Inc.	Buy	+77,400	+154.8%	$1.78K	127,400