13F filing recap · Q1 2003

What did Atlantic Investment Management buy in Q1 2003?

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

Stock value

$522.68M

Positions

Estimated turnover

91.0%

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

CBECooper Industries Plc$92.51Mreported value+2.59M shares BDKBlack & Decker Corp$58.35Mreported value+1.67M shares TFXTeleflex Incorporated$15.71Mreported value+440.0K shares

Increased positions

NVRIEnviri Corporation$92.72Mreported value+1.79M shares+143.0%PCPPrecision Castparts Corp$86.86Mreported value+51.0K shares+1.4%SONSonoco Products Co$58.46Mreported value+1.11M shares+66.3%TXTTextron Inc.$22.24Mreported value+694.5K shares

Reduced positions

GRGoodrich Corporation$20.59Mreported value-1.37M shares-48.4%

Exited positions

DOLEDole Food Company, Inc.$106.78Mprior reported value-3.28M shares-100.0%EDSElectronic Data Systems Corp$18.15Mprior reported value-1.17M shares-100.0%SABRSabre Corporation$11.73Mprior reported value-361.9K shares-100.0%TDWTidewater Inc$10.38Mprior reported value-333.8K shares