13F filing recap · Q4 2001

What did Atlantic Investment Management buy in Q4 2001?

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

Stock value

$226.70M

Positions

Estimated turnover

51.6%

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.

New positions

DOLEDole Food Company, Inc.$27.78Mreported value+1.04M shares CBECooper Industries Inc.$10.38Mreported value+297.1K shares TXTTextron Inc.$8.29Mreported value+200.0K shares HALHalliburton Company$5.76Mreported value+440.0K shares OIO-I Glass, Inc.$5.69Mreported value+570.0K shares PPEPark Place Entertainment Corp$2.29Mreported value+250.0K shares

Increased positions

NVRIEnviri Corporation$75.28Mreported value+342.8K shares+18.5%PCPPrecision Castparts Corp$35.65Mreported value+357.5K shares+39.5%KMTKennametal Inc$28.35Mreported value+49.2K shares+7.5%ALEXAlexander & Baldwin Inc.$19.30Mreported value+118.2K shares

Exited positions

TEXTerex Corporation$454.0Kprior reported value-25.5K shares-100.0%