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Tracking Alex Roepers' Atlantic Investment Management Portfolio - Q1 2015 Update

2015-05-27 07:04:35| Chemicals - Topix.net

Atlantic Investment Management's 13F portfolio decreased from $1.58B to $1.33B. The number of positions increased from 16 to 18. The top-three positions are Owens Illinois, Triumph Group, and FMC Corporation and they add up to almost 60% of the portfolio.

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