13F filing recap · Q2 2001

What did Atlantic Investment Management buy in Q2 2001?

Reported stock-position changes between this filing and the previous one.

Stock value

$107.09M

Positions

Estimated turnover

47.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Increased positions

NVRIEnviri Corporation$39.73Mreported value+238.9K shares+19.5%ALEXAlexander & Baldwin Inc.$14.97Mreported value+97.1K shares+20.0%

Reduced positions

KMTKennametal Inc$43.35Mreported value-103.2K shares-8.1%FLSFlowserve Corp$4.92Mreported value-105.0K shares-39.6%BALLBall Corporation$3.57Mreported value-277.7K shares-78.7%TEXTerex Corporation$541.0Kreported value-47.5K shares

Exited positions

HARHarman International Industries Inc.$18.44Mprior reported value-720.5K shares-100.0%CHPC&D Technologies$6.02Mprior reported value-218.1K shares-100.0%