Alex Roepers - Atlantic Investment Management 13F Activity & Position Changes (Q4 2017)

As of Dec 31, 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 Q4 2017, the filing reported:

New Buys - Lennar Corporation, NCR Voyix Corporation

Increases - Avnet, Inc., CommScope Holding Company, Inc.

Reductions - Alaska Air Group, Inc., American Axle & Manufacturing H, Eastman Chemical Company, Huntsman Corporation

Complete Exits - None reported

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
Q4 2017	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell	-6,000	-6.3%	$6.54K	89,000
Q4 2017	AVT Avnet, Inc.	Avnet, Inc.	Buy	+40,000	+21.3%	$9.03K	228,000
Q4 2017	AXL American Axle & Manufacturing H	American Axle & Manufacturing H	Sell	-50,000	-12.4%	$6.02K	353,600
Q4 2017	COMM CommScope Holding Company, Inc.	CommScope Holding Company, Inc.	Buy	+139,041	+3.8%	$144.49K	3,819,482
Q4 2017	EMN Eastman Chemical Company	Eastman Chemical Company	Sell	-91,224	-7.5%	$104.37K	1,126,613
Q4 2017	HUN Huntsman Corporation	Huntsman Corporation	Sell	-139,940	-4.0%	$111.25K	3,341,917
Q4 2017	LEN Lennar Corporation	Lennar Corporation	Buy - Position Entry	+89,000	-	$5.63K	89,000
Q4 2017	VYX NCR Voyix Corporation	NCR Voyix Corporation	Buy - Position Entry	+117,631	-	$4.00K	117,631