13F filing recap · Q1 2012

What did Atlantic Investment Management buy in Q1 2012?

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

Stock value

$1.21B

Positions

Estimated turnover

22.9%

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

SEESealed Air Corporation$23.17Mreported value+1.20M shares ACMAecom$13.42Mreported value+600.0K shares GEOThe Geo Group, Inc.$13.31Mreported value+700.0K shares

Increased positions

OIO-I Glass, Inc.$200.72Mreported value+360.0K shares+4.4%JOYJoy Global Inc$198.45Mreported value+470.0K shares+21.1%ENREnergizer Holdings, Inc.$181.74Mreported value+201.8K shares+9.0%ASHAshland Inc.$155.70Mreported value+15.0K shares

Reduced positions

FLSFlowserve Corp$124.17Mreported value-538.7K shares-33.4%HARHarman International Industries Inc.$25.75Mreported value-40.0K shares-6.8%

Exited positions

RTNRaytheon Company$14.51Mprior reported value-300.0K shares-100.0%SOASolutia Inc$13.13Mprior reported value-760.0K shares-100.0%TRWTrw Automotive Holdings Corp$9.78Mprior reported value-300.0K shares-100.0%