Atlantic Investment
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| APTVAptiv PLC | 22.40% | 673,971 | $40M | new | +22.40 pp | new |
| WFRDWeatherford International plc | 17.14% | 572,809 | $31M | added+31% | +1.98 pp | 8 q |
| GTLSChart Inds Inc | 16.57% | 205,399 | $30M | trimmed−10% | −4.51 pp | 4 q |
| OSKOshkosh Corp. | 12.40% | 235,900 | $22M | added+3% | +1.84 pp | 2 q |
| EMNEastman Chemical Company | 12.38% | 251,583 | $22M | new | +12.38 pp | new |
| DARDarling Ingredients Inc. | 8.88% | 508,550 | $16M | trimmed−14% | −0.71 pp | 2 q |
| ASHAshland Inc. | 4.14% | 125,000 | $7M | new | +4.14 pp | new |
| TEXTerex Corporation | 3.27% | 155,000 | $6M | held | — | 8 q |
| WCCWesco International Inc. | 2.82% | 32,500 | $5M | held | — | 9 q |
| 9991429DAptiv Irish Holdings Ltd | — | −763,955 | — | exited | −22.32 pp | — |
| FMCFMC Corporation | — | −321,000 | — | exited | −7.54 pp | — |
| GTGoodyear Tire & Rubber | — | −1,311,485 | — | exited | −5.70 pp | — |
| HUNHuntsman Corporation | — | −200,000 | — | exited | −1.74 pp | — |
