13F filing recap · Q1 2004

What did Atlantic Investment Management buy in Q1 2004?

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

Stock value

$799.29M

Positions

Estimated turnover

26.9%

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.

Increased positions

BDKBlack & Decker Corp$202.38Mreported value+100.0K shares+2.9%SPXCSpx Technologies, Inc.$169.55Mreported value+235.6K shares+6.7%RRDR.r. Donnelley & Sons Company$157.11Mreported value+1.46M shares+39.1%SONSonoco Products Co$90.12Mreported value+50.0K shares+1.4%BCCBoise Cascade Co$32.92Mreported value+400.0K shares+72.7%

Reduced positions

PCPPrecision Castparts Corp$67.63Mreported value-1.17M shares-43.3%NVRIEnviri Corporation$18.72Mreported value-1.31M shares-76.1%CQBChiquita Brands International Inc$15.48Mreported value-1.18M shares-61.4%TDWTidewater Inc$12.66Mreported value-225.0K shares

Exited positions

PPEPark Place Entertainment Corp$10.71Mprior reported value-988.5K shares-100.0%