Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q3 2020)

According to the SEC 13F filed on Nov 16, 2020, the Atlantic Investment Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 2020, the filing reported:

New Buys - Ralph Lauren Corporation

Increases - DXC Technology Company, Edgewell Personal Care Company

Reductions - O-I Glass, Inc.

Complete Exits - Axalta, Nomad Foods

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 2020	AXTA Axalta	Axalta	Sell - Position Exit	-1,183,161	-100.0%	$0.00	-
Q3 2020	DXC DXC Technology Company	DXC Technology Company	Buy	+217,605	+10.8%	$39.76K	2,227,665
Q3 2020	EPC Edgewell Personal Care Company	Edgewell Personal Care Company	Buy	+447,180	+104.0%	$24.46K	877,180
Q3 2020	G6564A105 Nomad Foods	Nomad Foods	Sell - Position Exit	-30,000	-100.0%	$0.00	-
Q3 2020	OI O-I Glass, Inc.	O-I Glass, Inc.	Sell	-354,499	-6.9%	$50.56K	4,774,071
Q3 2020	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Buy - Position Entry	+307,000	-	$20.87K	307,000