13F filing recap · Q1 2017

What did Atlantic Investment Management buy in Q1 2017?

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

Stock value

$957.61M

Positions

Estimated turnover

42.9%

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

RLRalph Lauren Corporation$7.32Mreported value+89.7K shares BDCBelden Inc.$4.70Mreported value+67.9K shares MUMicron Technology, Inc.$4.42Mreported value+153.1K shares LKSDQLsc Communications Inc.$3.75Mreported value+149.1K shares NOMDNomad Foods Limited$2.84Mreported value+247.8K shares BRSLInternational Game Technology Plc$2.73Mreported value+115.0K shares ZTOZto Express (cayman) Inc.$656.0Kreported value+50.0K shares

Increased positions

OIO-I Glass, Inc.$199.72Mreported value+1.43M shares+17.1%VISNCommscope Holding Company, Inc.$157.40Mreported value+656.6K shares+21.1%DBDDiebold Nixdorf, Incorporated$156.84Mreported value+947.0K shares+22.8%EMNEastman Chemical Co$126.33Mreported value+352.0K shares

Reduced positions

HARHarman International Industries Inc.$114.89Mreported value-94.6K shares-8.4%TGITriumph Group Inc$44.26Mreported value-700.5K shares-29.0%GTGoodyear Tire & Rubber Co /oh/$11.88Mreported value-2.65M shares-88.9%ODPThe Odp Corporation$5.76Mreported value-446.5K shares

Exited positions

ABGAsbury Automotive Group, Inc.$8.51Mprior reported value-137.9K shares-100.0%SPLSStaples Inc$6.74Mprior reported value-745.2K shares-100.0%PAYVeriFone Systems, Inc.$6.17Mprior reported value-347.8K shares-100.0%CTBCooper Tire & Rubber Company$3.88Mprior reported value-100.0K shares