Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2018)
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, 2018. 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
|