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

As of Jun 30, 2022, the Atlantic Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 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