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

According to the SEC 13F filed on Aug 14, 2026, the Atlantic Investment Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2017. 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