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

As of Sep 30, 2014, the Atlantic Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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