13F filing recap · Q4 2016

What did Atlantic Investment Management buy in Q4 2016?

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

Stock value

$809.38M

Positions

Estimated turnover

61.5%

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

ARRSArris International Plc$9.35Mreported value+310.2K shares GJBSteelcase Inc$8.14Mreported value+454.6K shares SPLSStaples Inc$6.74Mreported value+745.2K shares CTBCooper Tire & Rubber Company$3.88Mreported value+100.0K shares OSKOshkosh Corporation$3.88Mreported value+60.0K shares CSCComputer Sciences Corporation$3.86Mreported value+65.0K shares BWEURBabcock & Wilcox Enterprises, Inc.$3.82Mreported value+230.0K shares

Increased positions

VISNCommscope Holding Company, Inc.$115.96Mreported value+2.80M shares+878.2%DBDDiebold Nixdorf, Incorporated$104.67Mreported value+3.80M shares+1051.8%MGAMagna International Inc.$8.74Mreported value+42.5K shares+26.7%ABGAsbury Automotive Group, Inc.$8.51Mreported value+11.0K shares

Reduced positions

OIO-I Glass, Inc.$145.65Mreported value-1.48M shares-15.0%HARHarman International Industries Inc.$125.06Mreported value-483.7K shares-30.1%GTGoodyear Tire & Rubber Co /oh/$92.14Mreported value-811.7K shares-21.4%EMNEastman Chemical Co$91.11Mreported value-741.6K shares

Exited positions

IMIngram Micro Inc.$41.87Mprior reported value-1.17M shares-100.0%ALKAlaska Air Group, Inc.$7.51Mprior reported value-114.0K shares-100.0%RHIRobert Half Inc.$6.71Mprior reported value-177.2K shares-100.0%SPRSpirit Aerosystems Holdings, Inc.$6.71Mprior reported value-150.6K shares