ATLANTIC INVESTMENT MANAGEMENT INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 16
New Positions 0
Increased Positions 12
Decreased Positions 4
Positions with Activity 16
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,408

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

Sector Weighting

Basic Materials 21.96%
Capital Goods 21.86%
Conglomerates
Consumer Cyclical 21.52%
Consumer/Non-Cyclical
Energy 31.53%
Financial
Healthcare
Services 1.18%
Technology 1.82%
Transportation
Utilities

16 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
OWENS ILL INC COM NEW 292,060 45,028 18.23 11,113,403
TRIUMPH GROUP INC NEW COM 248,386 19,066 8.31 3,790,995
HARMAN INTL INDS INC COM 242,990 -4,933 (1.99) 2,220,099
BAKER HUGHES INC COM 187,350 33,982 22.16 3,359,330
CAMERON INTERNATIONAL CORP COM 144,655 8,568 6.30 3,029,431
OIL STS INTL INC COM 111,968 11,496 11.44 2,373,710
GOODYEAR TIRE & RUBR CO COM 34,657 6,545 23.28 1,248,459
TEREX CORP NEW COM 26,689 17,096 178.24 987,733
GENERAL CABLE CORP DEL NEW COM 25,649 11,746 84.49 1,746,003
AMERICAN AXLE & MFG HLDGS INC COM 25,423 326 1.30 1,169,413
EXELIS INC COM 17,690 -1,116 (5.93) 1,014,338
CYTEC INDS INC COM 17,117 219 1.29 382,244
DONNELLEY R R & SONS CO COM 16,653 5,145 44.70 1,012,926
HARSCO CORP COM 15,081 2,164 16.75 840,657
VECTRUS INC COM 1,691 -91 (5.12) 56,843
BABCOCK & WILCOX CO NEW COM -11,723 Sold Out 0


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