Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q3 2014)

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 Sep 30, 2014. 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 Q3 2014, the filing reported:

New Buys - V2X, Inc.

Increases - American Axle & Manufacturing H, The Goodyear Tire & Rubber Comp, Enviri Corporation, Oil States International, Inc., Terex Corporation, and 1 more

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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2014	AXL American Axle & Manufacturing H	American Axle & Manufacturing H	Buy	+14,995	+1.3%	$19.61K	1,169,413
Q3 2014	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Buy	+235,753	+23.3%	$28.20K	1,248,459
Q3 2014	NVRI Enviri Corporation	Enviri Corporation	Buy	+120,612	+16.8%	$18.00K	840,657
Q3 2014	OIS Oil States International, Inc.	Oil States International, Inc.	Buy	+243,710	+11.4%	$146.93K	2,373,710
Q3 2014	TEX Terex Corporation	Terex Corporation	Buy	+632,733	+178.2%	$31.38K	987,733
Q3 2014	TGI Triumph Group, Inc.	Triumph Group, Inc.	Buy	+290,995	+8.3%	$246.60K	3,790,995
Q3 2014	VVX V2X, Inc.	V2X, Inc.	Buy - Position Entry	+56,843	-	$1.11K	56,843