Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2019)
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, 2019. 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
|