13F filing recap · Q2 2009

What did Atlantic Investment Management buy in Q2 2009?

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

Stock value

$458.89M

Positions

Estimated turnover

94.3%

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

MANTMantech International Corp$11.42Mreported value+265.4K shares FMCFmc Corporation$11.35Mreported value+240.0K shares CCKCrown Holdings, Inc.$11.10Mreported value+460.0K shares HRSHarris Corporation$9.93Mreported value+350.0K shares SEESealed Air Corporation$9.22Mreported value+500.0K shares CXWCorecivic, Inc.$7.99Mreported value+470.0K shares HUNHuntsman Corporation$5.03Mreported value+1.00M shares

Increased positions

SJMThe J. M. Smucker Company$136.25Mreported value+600.0K shares+27.3%OIO-I Glass, Inc.$89.63Mreported value+2.20M shares+220.0%

Reduced positions

TMOThermo Fisher Scientific Inc.$93.77Mreported value-161.5K shares-6.6%DLMDelaware Monte Foods Co.$63.31Mreported value-750.0K shares-10.0%ATKAlliant Techsystems Inc$9.88Mreported value-50.0K shares-29.4%

Exited positions

GRGoodrich Corporation$98.51Mprior reported value-2.60M shares-100.0%PCPPrecision Castparts Corp$86.86Mprior reported value-1.45M shares-100.0%JOYJoy Global Inc$77.11Mprior reported value-3.62M shares-100.0%ITTItt Inc.$12.31Mprior reported value-320.0K shares