Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2021)
According to the SEC 13F filed on Aug 16, 2021, the Atlantic Investment Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2021. 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 2021, the filing reported:
New Buys - Avnet, Inc., Berry Global Group, Inc., Eastman Chemical Company, Edgewell Personal Care Company, Huntsman Corporation, and 2 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
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 2021
|
AVT
Avnet, Inc.
|
Buy - Position Entry |
+793,945
|
|
Q2 2021
|
BERY
Berry Global Group, Inc.
|
Buy - Position Entry |
+650,109
|
|
Q2 2021
|
EMN
Eastman Chemical Company
|
Buy - Position Entry |
+100,000
|
|
Q2 2021
|
EPC
Edgewell Personal Care Company
|
Buy - Position Entry |
+636,650
|
|
Q2 2021
|
HUN
Huntsman Corporation
|
Buy - Position Entry |
+2,015,035
|
|
Q2 2021
|
LEA
Lear Corporation
|
Buy - Position Entry |
+180,611
|
|
Q2 2021
|
OI
O-I Glass, Inc.
|
Buy - Position Entry |
+655,000
|