Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2018)
As of Jun 30, 2018, 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 2018, the filing reported:
New Buys - ADT Inc., Oshkosh Corporation (Holding Co
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 |
|---|---|---|---|
|
Q2 2018
|
ADT
ADT Inc.
|
Buy - Position Entry |
+549,063
|
|
Q2 2018
|
AVT
Avnet, Inc.
|
Buy |
+742,833
|
|
Q2 2018
|
AXL
American Axle & Manufacturing H
|
Sell |
-87,078
|
|
Q2 2018
|
BDC
Belden Inc
|
Buy |
+8,339
|
|
Q2 2018
|
CCK
Crown Holdings, Inc.
|
Buy |
+15,262
|
|
Q2 2018
|
COMM
CommScope Holding Company, Inc.
|
Buy |
+881,228
|
|
Q2 2018
|
EMN
Eastman Chemical Company
|
Sell |
-377,386
|
|
Q2 2018
|
HUN
Huntsman Corporation
|
Sell |
-299,711
|
|
Q2 2018
|
IP
International Paper Company
|
Sell - Position Exit |
-50,000
|
|
Q2 2018
|
LEN
Lennar Corporation
|
Sell - Position Exit |
-88,452
|
|
Q2 2018
|
OSK
Oshkosh Corporation (Holding Co
|
Buy - Position Entry |
+62,100
|
|
Q2 2018
|
SCS
Steelcase Inc.
|
Sell - Position Exit |
-359,828
|
|
Q2 2018
|
VYX
NCR Voyix Corporation
|
Buy |
+33,587
|