Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2019)
As of Jun 30, 2019, 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 2019, the filing reported:
Reductions - Avnet, Inc., Acuity Brands, Inc., ConAgra Brands, Inc., Cabot Corporation, DXC Technology Company, and 2 more
Complete Exits - ADT Inc.
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 2019
|
ADT
ADT Inc.
|
Sell - Position Exit |
-592,072
|
|
Q2 2019
|
AVT
Avnet, Inc.
|
Sell |
-180,661
|
|
Q2 2019
|
AYI
Acuity Brands, Inc.
|
Sell |
-16,170
|
|
Q2 2019
|
CAG
ConAgra Brands, Inc.
|
Sell |
-21,500
|
|
Q2 2019
|
CBT
Cabot Corporation
|
Sell |
-25,149
|
|
Q2 2019
|
DXC
DXC Technology Company
|
Sell |
-4,941
|
|
Q2 2019
|
EMN
Eastman Chemical Company
|
Buy |
+25,541
|
|
Q2 2019
|
HUN
Huntsman Corporation
|
Sell |
-650,758
|
|
Q2 2019
|
KFY
Korn Ferry
|
Buy - Position Entry |
+42,000
|
|
Q2 2019
|
KMT
Kennametal Inc.
|
Buy - Position Entry |
+61,591
|
|
Q2 2019
|
LEA
Lear Corporation
|
Buy |
+4,026
|
|
Q2 2019
|
MOS
Mosaic Company (The)
|
Buy - Position Entry |
+65,431
|
|
Q2 2019
|
MWA
MUELLER WATER PRODUCTS
|
Buy - Position Entry |
+209,486
|
|
Q2 2019
|
OSK
Oshkosh Corporation (Holding Co
|
Sell |
-23,291
|
|
Q2 2019
|
TKR
Timken Company (The)
|
Buy |
+84,181
|