13F filing recap · Q2 2005

What did Atlantic Investment Management buy in Q2 2005?

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

Stock value

$1.79B

Positions

Estimated turnover

19.8%

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

NUENucor Corporation$21.67Mreported value+475.0K shares KMTKennametal Inc$19.26Mreported value+420.0K shares

Increased positions

ETNEaton Corporation Plc$345.92Mreported value+2.25M shares+63.8%BDKBlack & Decker Corp$339.06Mreported value+148.6K shares+4.1%RRDR.r. Donnelley & Sons Company$325.76Mreported value+1.54M shares+19.5%SPXCSpx Technologies, Inc.$265.90Mreported value+112.1K shares

Reduced positions

TFXTeleflex Incorporated$10.84Mreported value-6.1K shares-3.2%

Exited positions

CQBChiquita Brands International Inc$14.46Mprior reported value-540.0K shares-100.0%