13F filing recap · Q4 2008

What did Atlantic Investment Management buy in Q4 2008?

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

Stock value

$629.98M

Positions

Estimated turnover

90.8%

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

FLSFlowserve Corp$23.56Mreported value+457.5K shares SJMThe J. M. Smucker Company$10.84Mreported value+250.0K shares ITTItt Inc.$9.88Mreported value+214.9K shares CSXCsx Corporation$9.74Mreported value+300.0K shares RVTYRevvity, Inc$9.60Mreported value+690.0K shares BCOBrink’s Co$9.42Mreported value+350.6K shares TMOThermo Fisher Scientific Inc.$6.81Mreported value+200.0K shares PLLPall Corporation$5.69Mreported value+200.0K shares KEXKirby Corporation$4.10Mreported value+150.0K shares

Increased positions

JOYJoy Global Inc$116.74Mreported value+4.40M shares+626.6%

Reduced positions

GRGoodrich Corporation$140.90Mreported value-2.80M shares-42.4%PCPPrecision Castparts Corp$133.83Mreported value-1.35M shares-37.5%RRDR.r. Donnelley & Sons Company$84.20Mreported value-5.90M shares-48.8%DLMDelaware Monte Foods Co.$57.83Mreported value-2.85M shares

Exited positions

ETNEaton Corporation Plc$241.57Mprior reported value-4.30M shares-100.0%TDWTidewater Inc$38.75Mprior reported value-700.0K shares-100.0%TEXTerex Corporation$33.57Mprior reported value-1.10M shares-100.0%CRCrane Nxt, Co.$25.87Mprior reported value-870.8K shares