ATLANTIC INVESTMENT MANAGEMENT INC Information

666 FIFTH AVENUE, NEW YORK, New York, 10103, (212) 688-6644

Report Date: 03/31/2014

Position Statistics

Total Positions 20
New Positions 3
Increased Positions 11
Decreased Positions 9
Positions with Activity 20
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,612

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 17.64%
Capital Goods 9.68%
Conglomerates
Consumer Cyclical 20.22%
Consumer/Non-Cyclical
Energy 42.79%
Financial
Healthcare
Services
Technology 0.85%
Transportation
Utilities

20 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAKER HUGHES INC COM 327,984 -18,146 (5.24) 4,515,195
HARMAN INTL INDS INC COM 293,148 5,325 1.85 2,597,675
OWENS ILL INC COM NEW 264,742 45,775 20.91 8,073,856
CAMERON INTERNATIONAL CORP COM 206,621 10,109 5.14 2,793,683
OIL STS INTL INC COM 155,231 34,852 28.95 2,474,596
TRIUMPH GROUP INC NEW COM 140,414 127,225 964.66 2,180,000
CIVEO CORP COM 129,669 29,113 28.95 4,949,192
GOODYEAR TIRE & RUBR CO COM 22,135 -3,381 (13.25) 797,363
CYTEC INDS INC COM 19,624 5,824 42.21 184,867
HARSCO CORP COM 15,702 15,702 New 616,742
GENERAL CABLE CORP DEL NEW COM 13,707 13,707 New 559,257
TAMINCO CORP COM 12,462 791 6.78 587,283
AMERICAN AXLE & MFG HLDGS INC COM 10,684 10,684 New 565,000
AGCO CORP COM -15,609 Sold Out 0
ASHLAND INC NEW COM -82,766 Sold Out 0
AXIALL CORP COM -9,282 Sold Out 0
COOPER TIRE & RUBR CO COM -30,062 Sold Out 0
CURTISS WRIGHT CORP COM -9,622 Sold Out 0
NCR CORP NEW COM -12,007 Sold Out 0
NEWS CORP NEW CL A -10,998 Sold Out 0

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