Alex Roepers - Atlantic Investment Management

History Stock Activity Share change % change to portfolio
Q3  2012
MTW - Manitowoc Co. Sell 100.00% 200,000 0.80
Q2  2012
ROC-OLD2 - Rockwood Holdings Add 109.22% 1,540,000 5.82
ACM - AECOM Technology Corp. Add 83.33% 500,000 0.70
SEE - Sealed Air Corp. Add 50.00% 600,000 0.79
KMT - Kennametal Inc. Add 39.71% 1,350,000 3.81
HAR - Harman Int'l Industries Add 27.27% 150,000 0.51
JOY - Joy Global Inc. Add 23.15% 625,000 3.02
CXT - Crane NXT Co. Add 20.84% 86,214 0.27
OI - O-I Glass Inc. Add 3.49% 300,000 0.49
CCK - Crown Holdings Add 2.74% 20,462 0.06
NOV - Nov Inc. Buy 307,385 1.69
OIS - Oil States International Inc. Buy 300,000 1.69
MTW - Manitowoc Co. Buy 200,000 0.80
ASH - Ashland Global Holdings Inc. Reduce 3.77% 96,206 0.57
ENR - Energizer Holdings Inc. Reduce 9.44% 231,198 1.48
FLS - Flowserve Corp. Reduce 81.40% 2,625,000 8.53
GEO - GEO Group Inc. Sell 100.00% 700,000 1.10