13F filing recap · Q4 2010

What did Atlantic Investment Management buy in Q4 2010?

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

Stock value

$959.74M

Positions

Estimated turnover

50.6%

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

OSKOshkosh Corporation$70.48Mreported value+2.00M shares TRWTrw Automotive Holdings Corp$18.45Mreported value+350.0K shares SWKStanley Black & Decker, Inc.$13.37Mreported value+200.0K shares LZLubrizol Corp$13.36Mreported value+125.0K shares LYBLyondellbasell Industries N.v.$12.04Mreported value+350.0K shares POLAvient Corporation$9.87Mreported value+790.0K shares SHLMA. Schulman, Inc.$4.38Mreported value+191.5K shares

Increased positions

OIO-I Glass, Inc.$185.74Mreported value+150.0K shares+2.5%ITTItt Inc.$151.12Mreported value+600.0K shares+26.1%RTNRaytheon Company$106.58Mreported value+1.91M shares+489.7%

Reduced positions

ENREnergizer Holdings, Inc.$137.05Mreported value-70.0K shares-3.6%FMCFmc Corporation$107.05Mreported value-260.0K shares-16.3%XRXXerox Holdings Corp$97.92Mreported value-4.50M shares-34.6%SOASolutia Inc$17.31Mreported value-400.0K shares

Exited positions

TMOThermo Fisher Scientific Inc.$17.72Mprior reported value-370.0K shares-100.0%HARHarman International Industries Inc.$15.20Mprior reported value-455.0K shares-100.0%MCKMckesson Corporation$13.59Mprior reported value-220.0K shares-100.0%DLMDelaware Monte Foods Co.$11.53Mprior reported value