Atlantic Investment
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−0.82
- added+8.55
- trimmed+2.00
- new+13.31
- trimmed−1.34
Positions
| 0LW9Westrock Co | 18.68% | 1,117,924 | $59M | trimmed−8% | −0.82 pp | 10 q |
| HUNHuntsman Corporation | 16.78% | 2,015,035 | $53M | added×2.2 | +8.55 pp | 2 q |
| UNVRUnivar Solutions Inc. | 15.50% | 2,024,601 | $49M | trimmed−0% | +2.00 pp | 5 q |
| BERYBerry Global Group, Inc. | 13.31% | 650,109 | $42M | new | +13.31 pp | new |
| AVTAvnet, Inc. | 9.99% | 793,945 | $32M | trimmed−10% | −1.34 pp | 3 q |
| LEALear Corporation | 9.94% | 180,611 | $32M | trimmed−1% | −0.28 pp | 3 q |
| EPCEdgewell Personal Care Company | 8.78% | 636,650 | $28M | trimmed−31% | −2.52 pp | 5 q |
| EMNEastman Chemical Company | 3.67% | 100,000 | $12M | held | — | 23 q |
| OIO-I Glass, Inc. | 3.36% | 655,000 | $11M | trimmed−45% | −2.10 pp | 7 q |
| GRAW.R. Grace & Co. | — | −861,122 | — | exited | −15.95 pp | — |
| NOMDNomad Foods Limited | — | −130,000 | — | exited | −1.10 pp | — |