Atlantic Investment
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+1.83
- added+0.91
- trimmed−2.93
- new+10.56
- added+0.42
Positions
| HUNHuntsman Corporation | 18.61% | 1,872,035 | $55M | trimmed−7% | +1.83 pp | 3 q |
| UNVRUnivar Solutions Inc. | 16.41% | 2,050,786 | $49M | added+1% | +0.91 pp | 6 q |
| 0LW9Westrock Co | 15.75% | 940,875 | $47M | trimmed−16% | −2.93 pp | 11 q |
| GTGoodyear Tire & Rubber | 10.56% | 1,776,180 | $31M | new | +10.56 pp | new |
| LEALear Corporation | 10.36% | 197,111 | $31M | added+9% | +0.42 pp | 4 q |
| AVTAvnet, Inc. | 10.19% | 820,945 | $30M | added+3% | +0.20 pp | 4 q |
| BERYBerry Global Group, Inc. | 8.85% | 432,609 | $26M | trimmed−33% | −4.46 pp | 2 q |
| EMNEastman Chemical Company | 3.38% | 100,000 | $10M | held | — | 24 q |
| OIO-I Glass, Inc. | 3.14% | 655,000 | $9M | held | — | 8 q |
| BLDRBuilders FirstSource, Inc. | 1.74% | 100,000 | $5M | new | +1.74 pp | new |
| NOMDNomad Foods Limited | 1.02% | 110,000 | $3M | new | +1.02 pp | new |
| EPCEdgewell Personal Care Company | — | −636,650 | — | exited | −8.78 pp | — |
