13F filing recap · Q1 2010

What did Atlantic Investment Management buy in Q1 2010?

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

Stock value

$783.18M

Positions

Estimated turnover

84.6%

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

XRXXerox Holdings Corp$136.50Mreported value+14.00M shares ITTItt Inc.$20.10Mreported value+375.0K shares NWLNewell Brands Inc.$20.06Mreported value+1.32M shares RKTSmurfit Westrock Plc$10.03Mreported value+220.0K shares BGCGeneral Cable Corp$8.10Mreported value+300.0K shares GMEGamestop Corp.$7.67Mreported value+350.0K shares HRBH&R Block, Inc.$5.34Mreported value+300.0K shares HOGSZhongpin Inc$762.0Kreported value+60.0K shares HRBNHarbin Electric Inc$548.0Kreported value+25.4K shares

Increased positions

OIO-I Glass, Inc.$161.71Mreported value+550.0K shares+13.8%ENREnergizer Holdings, Inc.$150.62Mreported value+590.0K shares+32.6%CCKCrown Holdings, Inc.$18.87Mreported value+250.0K shares+55.6%SMGScotts Miracle-Gro Co$18.54Mreported value+100.0K shares

Reduced positions

DLMDelaware Monte Foods Co.$87.60Mreported value-600.0K shares-9.1%

Exited positions

ACSAffiliated Computer Services$155.19Mprior reported value-2.60M shares-100.0%SJMThe J. M. Smucker Company$104.97Mprior reported value-1.70M shares-100.0%ASHAshland Inc.$67.35Mprior reported value-1.70M shares-100.0%ATKAlliant Techsystems Inc$15.45Mprior reported value-175.0K shares