Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q3 2022)

According to the SEC 13F filed on Nov 14, 2022, the Atlantic Investment Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2022. 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 2022, the filing reported:

New Buys - Flowserve Corporation

Increases - None reported

Reductions - Avnet, Inc., Eastman Chemical Company, Huntsman Corporation, Lear Corporation, Ralph Lauren Corporation, and 1 more

Complete Exits - Nomad Foods, The Goodyear Tire & Rubber Comp

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 2022	AVT Avnet, Inc.	Avnet, Inc.	Sell	-94,073	-10.7%	$28.24K	781,877
Q3 2022	EMN Eastman Chemical Company	Eastman Chemical Company	Sell	-17,847	-5.5%	$21.81K	306,960
Q3 2022	FLS Flowserve Corporation	Flowserve Corporation	Buy - Position Entry	+807,361	-	$19.62K	807,361
Q3 2022	G6564A105 Nomad Foods	Nomad Foods	Sell - Position Exit	-100,000	-100.0%	$0.00	-
Q3 2022	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Sell - Position Exit	-1,027,172	-100.0%	$0.00	-
Q3 2022	HUN Huntsman Corporation	Huntsman Corporation	Sell	-206,344	-32.8%	$10.36K	421,969
Q3 2022	LEA Lear Corporation	Lear Corporation	Sell	-26,453	-15.1%	$17.74K	148,215
Q3 2022	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Sell	-51,627	-13.9%	$27.11K	319,248
Q3 2022	TKR Timken Company (The)	Timken Company (The)	Sell	-128,524	-21.0%	$28.50K	482,816