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) 1,632

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

Sector Weighting

Basic Materials 18.08%
Capital Goods 9.86%
Conglomerates
Consumer Cyclical 20.15%
Consumer/Non-Cyclical
Energy 41.92%
Financial
Healthcare
Services
Technology 0.86%
Transportation
Utilities

20 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ASHLAND INC NEW COM -83,384 Sold Out 0
COOPER TIRE & RUBR CO COM -29,520 Sold Out 0
BAKER HUGHES INC COM 334,576 -18,511 (5.24) 4,515,195
AGCO CORP COM -16,170 Sold Out 0
NCR CORP NEW COM -12,950 Sold Out 0
NEWS CORP NEW CL A -11,096 Sold Out 0
CURTISS WRIGHT CORP COM -9,958 Sold Out 0
AXIALL CORP COM -9,721 Sold Out 0
GOODYEAR TIRE & RUBR CO COM 22,119 -3,379 (13.25) 797,363
TAMINCO CORP COM 13,038 828 6.78 587,283
HARMAN INTL INDS INC COM 295,537 5,369 1.85 2,597,675
CYTEC INDS INC COM 19,226 5,706 42.21 184,867
CAMERON INTERNATIONAL CORP COM 192,848 9,435 5.14 2,793,683
AMERICAN AXLE & MFG HLDGS INC COM 11,136 11,136 New 565,000
GENERAL CABLE CORP DEL NEW COM 14,110 14,110 New 559,257
HARSCO CORP COM 16,677 16,677 New 616,742
CIVEO CORP COM 135,855 30,502 28.95 4,949,192
OIL STS INTL INC COM 156,568 35,152 28.95 2,474,596
OWENS ILL INC COM NEW 275,722 47,673 20.91 8,073,856
TRIUMPH GROUP INC NEW COM 144,251 130,702 964.66 2,180,000

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