13F filing recap · Q4 2003

What did Atlantic Investment Management buy in Q4 2003?

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

Stock value

$896.99M

Positions

Estimated turnover

37.9%

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

RRDR.r. Donnelley & Sons Company$112.60Mreported value+3.73M shares TDWTidewater Inc$20.17Mreported value+675.0K shares BCCBoise Cascade Co$18.07Mreported value+550.0K shares

Increased positions

BDKBlack & Decker Corp$170.37Mreported value+593.2K shares+20.7%SONSonoco Products Co$90.15Mreported value+416.3K shares+12.8%OIO-I Glass, Inc.$27.74Mreported value+447.8K shares+23.8%

Reduced positions

SPXCSpx Technologies, Inc.$205.39Mreported value-36.4K shares-1.0%PCPPrecision Castparts Corp$123.06Mreported value-620.0K shares-18.6%NVRIEnviri Corporation$75.38Mreported value-178.1K shares-9.4%CQBChiquita Brands International Inc$43.34Mreported value-60.7K shares

Exited positions

FLSFlowserve Corp$34.54Mprior reported value-1.76M shares-100.0%PASPepsiamericas Inc.$12.97Mprior reported value-1.03M shares-100.0%