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 17
New Positions 0
Increased Positions 12
Decreased Positions 5
Positions with Activity 17
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,515

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

Sector Weighting

Basic Materials 20.38%
Capital Goods 21.37%
Conglomerates
Consumer Cyclical 19.72%
Consumer/Non-Cyclical
Energy 34.45%
Financial
Healthcare
Services 1.12%
Technology 1.67%
Transportation
Utilities

5 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HARMAN INTL INDS INC COM 241,081 -4,894 (1.99) 2,220,099
EXELIS INC COM 18,278 -1,153 (5.93) 1,014,338
TAMINCO CORP COM 17,850 -888 (4.74) 687,864
VECTRUS INC COM 1,560 -84 (5.12) 56,843
BABCOCK & WILCOX CO NEW COM -12,263 Sold Out 0