13F filing recap · Q4 2009

What did Atlantic Investment Management buy in Q4 2009?

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

Stock value

$860.82M

Positions

Estimated turnover

60.7%

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

ENREnergizer Holdings, Inc.$110.92Mreported value+1.81M shares RTNRaytheon Company$13.91Mreported value+270.0K shares SMGScotts Miracle-Gro Co$11.79Mreported value+300.0K shares MANTMantech International Corp$9.67Mreported value+200.0K shares DRCDresser-Rand Group Inc.$6.32Mreported value+200.0K shares CSRChina Security & Surveillance Technology, Inc.$1.15Mreported value+150.0K shares

Increased positions

OIO-I Glass, Inc.$131.48Mreported value+1.20M shares+42.9%FMCFmc Corporation$111.52Mreported value+200.0K shares+11.1%DLMDelaware Monte Foods Co.$74.84Mreported value+1.15M shares+21.1%ASHAshland Inc.$67.35Mreported value+1.36M shares

Reduced positions

ACSAffiliated Computer Services$155.19Mreported value-150.0K shares-5.5%SJMThe J. M. Smucker Company$104.97Mreported value-400.0K shares-19.0%ATKAlliant Techsystems Inc$15.45Mreported value-45.0K shares-20.5%CCKCrown Holdings, Inc.$11.51Mreported value-50.0K shares

Exited positions

PCPPrecision Castparts Corp$123.19Mprior reported value-1.21M shares-100.0%SLESara Lee Corp$11.14Mprior reported value-1.00M shares-100.0%GMEGamestop Corp.$10.59Mprior reported value-400.0K shares-100.0%MDRMcdermott International Inc$10.11Mprior reported value-400.0K shares