13F filing recap · Q3 2008

What did Atlantic Investment Management buy in Q3 2008?

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

Stock value

$1.45B

Positions

Estimated turnover

19.4%

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$33.57Mreported value+1.10M shares JOYJoy Global Inc$31.68Mreported value+701.9K shares OIIOceaneering International Inc$21.33Mreported value+400.0K shares OISOil States International, Inc$21.21Mreported value+600.0K shares

Increased positions

RRDR.r. Donnelley & Sons Company$296.81Mreported value+526.1K shares+4.5%PCPPrecision Castparts Corp$283.61Mreported value+211.6K shares+6.2%GRGoodrich Corporation$274.76Mreported value+404.7K shares+6.5%ETNEaton Corporation Plc$241.57Mreported value+700.0K shares

Reduced positions

TKRTimken Co$14.18Mreported value-74.7K shares-13.0%AJRDAerojet Rocketdyne Holdings, Inc.$13.79Mreported value-780.9K shares-27.6%

Exited positions

TRNTrinity Industries Inc$21.51Mprior reported value-620.0K shares-100.0%PPGPpg Industries Inc$10.04Mprior reported value-175.0K shares-100.0%OSKOshkosh Corporation$8.87Mprior reported value-428.9K shares-100.0%