13F filing recap · Q1 2006

What did Atlantic Investment Management buy in Q1 2006?

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

Stock value

$1.83B

Positions

Estimated turnover

17.1%

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

TOLToll Brothers, Inc.$24.24Mreported value+700.0K shares IRIngersoll-Rand Company Limited$12.54Mreported value+300.0K shares HOVHovnanian Enterprises Inc$8.79Mreported value+200.0K shares

Increased positions

RRDR.r. Donnelley & Sons Company$361.56Mreported value+940.0K shares+9.3%OIO-I Glass, Inc.$53.85Mreported value+166.9K shares+5.7%NYTThe New York Times Company$52.64Mreported value+210.0K shares+11.2%

Reduced positions

ETNEaton Corporation Plc$380.55Mreported value-643.4K shares-11.0%BDKBlack & Decker Corp$348.43Mreported value-32.2K shares-0.8%SONSonoco Products Co$203.76Mreported value-124.0K shares-2.0%DLMDelaware Monte Foods Co.$163.67Mreported value-270.0K shares

Exited positions

TRCOTribune Media Co$6.67Mprior reported value-220.6K shares-100.0%