ATLANTIC INVESTMENT MANAGEMENT INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 22
New Positions 6
Increased Positions 14
Decreased Positions 8
Positions with Activity 22
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,327

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

Sector Weighting

Basic Materials 37.6%
Capital Goods 28.24%
Conglomerates
Consumer Cyclical 11.94%
Consumer/Non-Cyclical
Energy 9.48%
Financial
Healthcare
Services
Technology 11.37%
Transportation 1.37%
Utilities

6 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WESCO INTL INC COM 68,584 68,584 New 997,582
INGRAM MICRO INC CL A 53,879 53,879 New 2,150,000
MAGNA INTL INC COM 14,867 14,867 New 259,638
AECOM COM 14,707 14,707 New 444,320
TIMKEN CO COM 11,182 11,182 New 305,096
ANIXTER INTL INC COM 9,665 9,665 New 149,266