13F filing recap · Q3 2009

What did Atlantic Investment Management buy in Q3 2009?

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

Stock value

$776.70M

Positions

Estimated turnover

103.1%

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

ACSAffiliated Computer Services$148.97Mreported value+2.75M shares PCPPrecision Castparts Corp$123.19Mreported value+1.21M shares ASHAshland Inc.$14.70Mreported value+340.0K shares DFDean Foods Co$11.92Mreported value+670.0K shares SLESara Lee Corp$11.14Mreported value+1.00M shares GMEGamestop Corp.$10.59Mreported value+400.0K shares MDRMcdermott International Inc$10.11Mreported value+400.0K shares WSHWillis Group Holdings Plc$9.03Mreported value+320.0K shares CSCComputer Sciences Corporation$5.27Mreported value+100.0K shares CACICaci International Inc$4.73Mreported value+100.0K shares

Increased positions

FMCFmc Corporation$101.25Mreported value+1.56M shares+650.0%ATKAlliant Techsystems Inc$17.13Mreported value+100.0K shares+83.3%CCKCrown Holdings, Inc.$13.60Mreported value+40.0K shares+8.7%

Reduced positions

SJMThe J. M. Smucker Company$111.32Mreported value-700.0K shares-25.0%OIO-I Glass, Inc.$103.32Mreported value-400.0K shares-12.5%DLMDelaware Monte Foods Co.$63.11Mreported value-1.30M shares-19.3%HRSHarris Corporation$7.52Mreported value-150.0K shares

Exited positions

TMOThermo Fisher Scientific Inc.$93.77Mprior reported value-2.30M shares-100.0%MANTMantech International Corp$11.42Mprior reported value-265.4K shares-100.0%CXWCorecivic, Inc.$7.99Mprior reported value-470.0K shares-100.0%HUNHuntsman Corporation$5.03Mprior reported value-1.00M shares