13F filing recap · Q3 2007

What did Atlantic Investment Management buy in Q3 2007?

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

Stock value

$1.86B

Positions

Estimated turnover

11.6%

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

NSCNorfolk Southern Corp$20.76Mreported value+400.0K shares

Increased positions

RRDR.r. Donnelley & Sons Company$379.05Mreported value+1.37M shares+15.2%JOYJoy Global Inc$300.37Mreported value+435.7K shares+8.0%DLMDelaware Monte Foods Co.$154.93Mreported value+1.05M shares+7.7%TRNTrinity Industries Inc$55.29Mreported value+722.8K shares

Reduced positions

ETNEaton Corporation Plc$178.27Mreported value-50.0K shares-2.7%MNIThe Mcclatchy Company$12.25Mreported value-47.1K shares-7.1%

Exited positions

KMTKennametal Inc$19.69Mprior reported value-240.0K shares-100.0%