Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q3 2017)
As of Sep 30, 2017, 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 2017, the filing reported:
New Buys - Alaska Air Group, Inc.
Increases - Avnet, Inc., American Axle & Manufacturing H
Reductions - CommScope Holding Company, Inc., Eastman Chemical Company, Huntsman Corporation, Steelcase Inc., Triumph Group, Inc.
Complete Exits - Adient, DXC Technology Company, Nomad Foods, Magna International, Inc., ZTO Express (Cayman) Inc.
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 |
|---|---|---|---|
|
Q3 2017
|
ADNT
Adient
|
Sell - Position Exit |
-50,000
|
|
Q3 2017
|
ALK
Alaska Air Group, Inc.
|
Buy - Position Entry |
+95,000
|
|
Q3 2017
|
AVT
Avnet, Inc.
|
Buy |
+30,000
|
|
Q3 2017
|
AXL
American Axle & Manufacturing H
|
Buy |
+253,600
|
|
Q3 2017
|
COMM
CommScope Holding Company, Inc.
|
Sell |
-585,548
|
|
Q3 2017
|
DXC
DXC Technology Company
|
Sell - Position Exit |
-61,117
|
|
Q3 2017
|
EMN
Eastman Chemical Company
|
Sell |
-483,508
|
|
Q3 2017
|
G6564A105
Nomad Foods
|
Sell - Position Exit |
-312,368
|
|
Q3 2017
|
HUN
Huntsman Corporation
|
Sell |
-848,843
|
|
Q3 2017
|
MGA
Magna International, Inc.
|
Sell - Position Exit |
-173,356
|
|
Q3 2017
|
SCS
Steelcase Inc.
|
Sell |
-4,904
|
|
Q3 2017
|
TGI
Triumph Group, Inc.
|
Sell |
-53,993
|
|
Q3 2017
|
ZTO
ZTO Express (Cayman) Inc.
|
Sell - Position Exit |
-127,400
|