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

As of Sep 30, 2022, the Atlantic Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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