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 18
New Positions 5
Increased Positions 14
Decreased Positions 4
Positions with Activity 18
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,356

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

Sector Weighting

Basic Materials 19.37%
Capital Goods 20.07%
Conglomerates
Consumer Cyclical 19.49%
Consumer/Non-Cyclical
Energy 36.87%
Financial
Healthcare
Services 0.85%
Technology 1.87%
Transportation
Utilities

4 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HARMAN INTL INDS INC COM 222,077 -32,599 (12.8) 2,265,167
BAKER HUGHES INC COM 178,915 -114,844 (39.1) 2,750,000
OIL STS INTL INC COM 131,847 -21,330 (13.93) 2,130,000
CIVEO CORP COM -57,460 Sold Out 0