Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q3 2021)

As of Sep 30, 2021, the Atlantic Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 15, 2021. 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 2021, the filing reported:

New Buys - Builders FirstSource, Inc., Nomad Foods, The Goodyear Tire & Rubber Comp

Increases - Avnet, Inc., Lear Corporation

Reductions - Berry Global Group, Inc., Huntsman Corporation

Complete Exits - Edgewell Personal Care Company

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 2021	AVT Avnet, Inc.	Avnet, Inc.	Buy	+27,000	+3.4%	$30.35K	820,945
Q3 2021	BERY Berry Global Group, Inc.	Berry Global Group, Inc.	Sell	-217,500	-33.5%	$26.34K	432,609
Q3 2021	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy - Position Entry	+100,000	-	$5.17K	100,000
Q3 2021	EPC Edgewell Personal Care Company	Edgewell Personal Care Company	Sell - Position Exit	-636,650	-100.0%	$0.00	-
Q3 2021	G6564A105 Nomad Foods	Nomad Foods	Buy - Position Entry	+110,000	-	$3.03K	110,000
Q3 2021	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Buy - Position Entry	+1,776,180	-	$31.44K	1,776,180
Q3 2021	HUN Huntsman Corporation	Huntsman Corporation	Sell	-143,000	-7.1%	$55.39K	1,872,035
Q3 2021	LEA Lear Corporation	Lear Corporation	Buy	+16,500	+9.1%	$30.84K	197,111