13F filing recap · Q1 2007

What did Atlantic Investment Management buy in Q1 2007?

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

Stock value

$1.70B

Positions

Estimated turnover

46.0%

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

SIISmith International, Inc.$141.51Mreported value+2.94M shares TEXTerex Corporation$28.70Mreported value+400.0K shares TKRTimken Co$21.22Mreported value+700.0K shares FTITechnipfmc Plc$17.81Mreported value+255.3K shares OISOil States International, Inc$14.44Mreported value+450.0K shares GDIGardner Denver Holdings Inc$13.94Mreported value+400.0K shares

Increased positions

JOYJoy Global Inc$253.11Mreported value+2.42M shares+69.5%GRGoodrich Corporation$213.10Mreported value+119.4K shares+3.0%DLMDelaware Monte Foods Co.$154.98Mreported value+148.2K shares+1.1%CRCrane Nxt, Co.$26.27Mreported value+70.0K shares

Reduced positions

RRDR.r. Donnelley & Sons Company$402.62Mreported value-304.3K shares-2.7%ETNEaton Corporation Plc$242.32Mreported value-333.4K shares-10.3%TRNTrinity Industries Inc$52.40Mreported value-120.0K shares-8.8%OSKOshkosh Corporation$39.75Mreported value-70.0K shares

Exited positions

SONSonoco Products Co$165.48Mprior reported value-4.35M shares-100.0%BDKBlack & Decker Corp$84.31Mprior reported value-1.05M shares-100.0%IRIngersoll-Rand Company Limited$31.30Mprior reported value-800.0K shares-100.0%CVSCVS Health Corp$30.74Mprior reported value-994.5K shares