ATLANTIC INVESTMENT MANAGEMENT INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 17
New Positions 4
Increased Positions 13
Decreased Positions 4
Positions with Activity 17
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,510

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

Sector Weighting

Basic Materials 20.46%
Capital Goods 19.34%
Conglomerates
Consumer Cyclical 20.39%
Consumer/Non-Cyclical
Energy 35.73%
Financial
Healthcare
Services 0.82%
Technology 2.11%
Transportation
Utilities

17 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
OWENS ILL INC COM NEW 289,426 40,832 16.43 9,400,000
HARMAN INTL INDS INC COM 260,675 -38,265 (12.8) 2,265,167
TRIUMPH GROUP INC NEW COM 242,795 91,568 60.55 3,500,000
CAMERON INTERNATIONAL CORP COM 211,841 4,186 2.02 2,850,000
BAKER HUGHES INC COM 190,135 -122,046 (39.1) 2,750,000
OIL STS INTL INC COM 137,492 -22,244 (13.93) 2,130,000
GOODYEAR TIRE & RUBR CO COM 26,300 5,592 27.01 1,012,706
AMERICAN AXLE & MFG HLDGS INC COM 20,895 10,668 104.32 1,154,418
GENERAL CABLE CORP DEL NEW COM 20,320 8,312 69.23 946,418
CYTEC INDS INC COM 19,442 393 2.06 188,682
EXELIS INC COM 18,536 18,536 New 1,078,328
HARSCO CORP COM 17,425 2,500 16.75 720,045
TAMINCO CORP COM 17,294 3,228 22.95 722,069
TEREX CORP NEW COM 13,281 13,281 New 355,000
DONNELLEY R R & SONS CO COM 12,369 12,369 New 700,000
BABCOCK & WILCOX CO NEW COM 11,611 11,611 New 399,700
CIVEO CORP COM -125,759 Sold Out 0


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