13F filing recap · Q2 2017

What did Atlantic Investment Management buy in Q2 2017?

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

Stock value

$973.13M

Positions

Estimated turnover

51.4%

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

HUNHuntsman Corporation$111.91Mreported value+4.33M shares AVTAvnet, Inc.$6.14Mreported value+158.0K shares DXCDxc Technology Co$4.69Mreported value+61.1K shares ADNTAdient Plc$3.27Mreported value+50.0K shares KSKapstone Paper & Packaging Corporation$3.10Mreported value+150.0K shares DCHAmerican Axle & Manufacturing Holdings, Inc. (now Dauch Corporation)$2.34Mreported value+150.0K shares

Increased positions

DBDDiebold Nixdorf, Incorporated$168.00Mreported value+891.3K shares+17.4%VISNCommscope Holding Company, Inc.$162.24Mreported value+492.2K shares+13.0%EMNEastman Chemical Co$142.90Mreported value+137.9K shares+8.8%ARRSArris International Plc$119.95Mreported value+1.54M shares

Reduced positions

OIO-I Glass, Inc.$200.48Mreported value-1.42M shares-14.5%MGAMagna International Inc.$8.03Mreported value-148.5K shares-46.1%TGITriumph Group Inc$7.39Mreported value-1.48M shares-86.4%GJBSteelcase Inc$6.83Mreported value-24.5K shares

Exited positions

HARHarman International Industries Inc.$114.89Mprior reported value-1.03M shares-100.0%GTGoodyear Tire & Rubber Co /oh/$11.88Mprior reported value-330.0K shares-100.0%CSCComputer Sciences Corporation$9.52Mprior reported value-138.0K shares-100.0%RLRalph Lauren Corporation$7.32Mprior reported value