13F filing recap · Q4 2007

What did Atlantic Investment Management buy in Q4 2007?

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

Stock value

$1.94B

Positions

Estimated turnover

21.0%

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

TEXTerex Corporation$35.41Mreported value+540.0K shares

Increased positions

RRDR.r. Donnelley & Sons Company$399.11Mreported value+207.4K shares+2.0%ETNEaton Corporation Plc$250.48Mreported value+783.6K shares+43.5%DLMDelaware Monte Foods Co.$145.78Mreported value+655.0K shares+4.4%TRNTrinity Industries Inc$58.16Mreported value+622.2K shares

Reduced positions

JOYJoy Global Inc$359.40Mreported value-445.4K shares-7.5%GRGoodrich Corporation$250.67Mreported value-550.0K shares-13.4%SIISmith International, Inc.$189.63Mreported value-277.3K shares-9.7%

Exited positions

CTASCintas Corporation$49.34Mprior reported value-1.33M shares-100.0%GDIGardner Denver Holdings Inc$15.60Mprior reported value-400.0K shares-100.0%KELYAKelly Services, Inc.$14.86Mprior reported value-750.0K shares-100.0%MNIThe Mcclatchy Company$12.25Mprior reported value-612.9K shares