Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2021)
As of Jun 30, 2021, the Atlantic Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 16, 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
|