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) 1,622

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

Sector Weighting

Basic Materials 17.74%
Capital Goods 9.86%
Conglomerates
Consumer Cyclical 20.44%
Consumer/Non-Cyclical
Energy 42.48%
Financial
Healthcare
Services
Technology 0.88%
Transportation
Utilities

11 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HARMAN INTL INDS INC COM 297,849 5,411 1.85 2,597,675
OWENS ILL INC COM NEW 268,133 46,361 20.91 8,073,856
CAMERON INTERNATIONAL CORP COM 194,357 9,509 5.14 2,793,683
OIL STS INTL INC COM 157,657 35,397 28.95 2,474,596
TRIUMPH GROUP INC NEW COM 143,575 130,089 964.66 2,180,000
CIVEO CORP COM 126,650 28,435 28.95 4,949,192
CYTEC INDS INC COM 19,642 5,830 42.21 184,867
HARSCO CORP COM 16,331 16,331 New 616,742
GENERAL CABLE CORP DEL NEW COM 14,205 14,205 New 559,257
TAMINCO CORP COM 12,955 822 6.78 587,283
AMERICAN AXLE & MFG HLDGS INC COM 11,131 11,131 New 565,000