Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Aug 15, 2022, the Atlantic Investment Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Avnet, Inc., Eastman Chemical Company, Ralph Lauren Corporation, Timken Company (The)

Reductions - Nomad Foods, The Goodyear Tire & Rubber Comp, Huntsman Corporation, Lear Corporation

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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2022	AVT Avnet, Inc.	Avnet, Inc.	Buy	+117,427	+15.5%	$37.56K	875,950
Q2 2022	EMN Eastman Chemical Company	Eastman Chemical Company	Buy	+10,890	+3.5%	$29.16K	324,807
Q2 2022	G6564A105 Nomad Foods	Nomad Foods	Sell	-80,000	-44.4%	$2.00K	100,000
Q2 2022	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Sell	-870,219	-45.9%	$11.00K	1,027,172
Q2 2022	HUN Huntsman Corporation	Huntsman Corporation	Sell	-483,308	-43.5%	$17.81K	628,313
Q2 2022	LEA Lear Corporation	Lear Corporation	Sell	-7,098	-3.9%	$21.99K	174,668
Q2 2022	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Buy	+146,144	+65.0%	$33.25K	370,875
Q2 2022	TKR Timken Company (The)	Timken Company (The)	Buy	+98,122	+19.1%	$32.43K	611,340